We’re excited to welcome you to the first episode of our new Portfolio Recipes webinar series, hosted by our Chief Investment Strategist, Rusty Vanneman, CFA, CMT. Each month, we’ll be cooking up new strategist pairings to help you deliver portfolios better aligned with your clients’ needs and long-term goals.
In our series premiere, The Behavioral Portfolio, Rusty is joined by Phillip Toews, Chief Executive Officer of Toews Asset Management, and David R. Marshall, Vice President and ETF Model Portfolio Strategist at State Street Global Advisors.
During the webinar, you’ll find out how Toews and State Street complement one another, as well as:
- Why investors tend to underappreciate market losses
- How to define and measure a behavioral portfolio
- What to look for when selecting risk-managed funds
- How to access behavioral portfolio resources
1028-OPS-3/25/2021
The CFA is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.
The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.