Katherine Nixon, CFA, discusses how we can prepare for the inevitability of market stress, the major takeaways from the COVID-19-led drawdown, and how to work with clients to design long-term portfolios that mitigate investment and behavioral risks.
In this session from the 73rd Annual Virtual Conference, Katherine Nixon, CFA, asks:
- How can we prepare for the inevitability of market stress?
- What are the major takeaways from the COVID-19-led market drawdown, and how can we apply these to improve future client outcomes?
- Can long-term portfolios be designed to mitigate both investment risks and client behavioral risks?