VIRTUAL EVENTS
How to think beyond standard diversification strategies
Building portfolios to meet today’s unusual markets is full of challenges. Traditional asset allocation strategies may not be able to contend with fluctuating rates, persistent inflation, and market volatility. Advisors who better understand the realities of the current moment can find opportunities.
Join the experts at T. Rowe Price for an educational webcast exploring the unique challenges of today’s market environment and how to make better asset allocation decisions for your clients.
SUMMARY
Topics covered will include:
- An overview of the current 2025 market environment and the outlook for 2026.
- How financial advisors can optimize their portfolios to best adapt to the challenges ahead.
- An overview of investment considerations beyond typical asset allocations.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Sébastien Page, CFA
Head of Global Multi-Asset, CIOT. Rowe Price
Tim Coyne
Head of Exchange-Traded FundsT. Rowe Price
Todd Rosenbluth
Head of ResearchVettaFi
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