MC LMS - Six Key Drivers of Unintended Portfolio Outcomes

Six Key Drivers of Unintended Portfolio Outcomes

This session has been archived and is no longer available for purchase. Participants who have purchased archived sessions are still able to access the video and receive credit.

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. This session is from the September 2023 Trustee School. Content may be dated.

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.

Course Details

For Distributors

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

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Session Video Presentation
Session Assessment