CAIA Association’s 10 Lessons in Finance 2022 - Lesson 8: Portfolio Construction in Wealth Management


This webinar focused on how wealth management firms through private bankers or registered investment advisors are helping build diversified portfolios with the help of alternative investments. It took a dive into investment literacy challenges, building risk-return expectations, meeting client objectives and constraints while balancing competition and AUM targets. The viewpoints shared contrast between emerging and developed markets. Given the lower correlated nature of private assets with public assets the thoughts shared are to help build better efficient frontiers for the client.

The webinar began with a short presentation detailing portfolio construct thumb rules. This was followed by a moderated panel discussion with time for audience Q&A at the end.