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Bridge over ocean
4 June 2019 Multimedia

Wealth Management In Practice: Trend-Following Decumulation Strategies

  1. Steve Curley, CFA
  2. Denise Farkas, CFA
  3. Dan Kern, CFA
  4. Peter N. Smith

Planning for decumulation of assets is complicated by the sequence risk of returns: Suffering losses in down markets without sufficient remaining lifetime to recover can be devastating to achieving clients’ goals. Featuring three wealth management practitioners who are CFA® charterholders, along with one of the article's authors, this webinar will discuss and critique the Financial Analysts Journal® article "Reducing Sequence Risk Using Trend Following and the CAPE Ratio" to discern if trend-following strategies can be a useful technique for advisers seeking to minimize sequence risks for their clients.