MC LMS - Six Key Drivers of Unintended Portfolio Outcomes

Six Key Drivers of Unintended Portfolio Outcomes

Session Summary: Using analysis from nearly 300 institutional equity portfolios around the world, this session will take a deep dive on portfolio construction to reveal the underlying investment elements causing a drag on institutional portfolios – and the steps that could be taken to enable more consistent returns.

Presenter:

Mike Hunstad

Chief Investment Officer - Global Equities

Northern Trust

Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).

Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.

Prerequisites: None.

Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.

Cost: Member Registration: $60.00 / Non-Member Registration: $115.00

Click HERE to register for this course.

Course Details

For Distributors

Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.

Quantity	Price per voucher
1+	$0.00

FAQ

In this session, participants will learn to:

Identify the cause and effect of the performance-hindering “cancelation effect”.
List the offsetting exposures among underlying holdings that may deteriorate the ability to generate excess returns.
Describe several of the largest uncompensated risks found in institutional portfolios.
List potential steps that can be taken through precise portfolio construction to eliminate uncompensated risks