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CAIA Info Series co-hosted with CAIA New York: The Future of Portfolio Construction: If Not 60/40, Then What?
The investment industry speaks about the “60/40” portfolio so much that it is largely assumed to be the “correct” portfolio for a large number of investors. However, it describes modern asset allocation about as well as Happy Days did the 1950s or Friends the 1990s. (Great shows both – but a bit detached from the real world.)

To be fair, the 60/40 portfolio can be a useful starting point to illustrate the pros and cons of additional asset classes and/or alternate portfolio construction approaches. Furthermore, it demonstrates some of the critical foundations of modern asset allocation: stocks provide a high long-term return expectation, while bonds provide diversification through negative correlation and lower volatility.

Today, the asset and wealth management industry largely agrees that the 60/40 portfolio will not deliver the same outcome as it has in the past. This is forcing investors of all kinds to consider new and/or larger allocations to alternative asset classes and strategies, but that leads to a key question: if not 60/40, then what?

Please join us to learn more about the topic of alternatives portfolio construction and explore:

• How to determine the appropriate allocation to alternatives
• How to determine sub-asset class mix within an overall alternatives allocation
• Illiquidity
• Portfolio implementation and manager selection
• Dedicated retail products (e.g. non-traded REITs, interval funds, BDCs)

• Emily Sumner (Moderator)
• Jared Gross (Panelist)
• Christopher Schelling (Panelist)
• Frank Burke (Panelist)

May 11, 2021 12:00 PM in Eastern Time (US and Canada)

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