No Portfolio is an Island

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When building portfolios advisors commonly focus on the risk and return attributes of the investible asset opportunity set, primarily stocks and bonds. This presentation will explore why no portfolio is an “island” and how it is important to take a more holistic approach and consider a variety of unique factors in order to build more efficient portfolios. In particular, this presentation will explore how an individual’s total wealth, the risk of the liability, investor preferences (such as an income focus and regret aversion), taxes, and investment duration all affect the optimal portfolio allocation decision.

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

• Discover different types of risks to consider when building portfolios that are more efficient for clients when viewed from a total wealth perspective
• Understand why there is no one efficient portfolio for all investors
• Learn frameworks for incorporating different risks and preferences into the portfolio optimization process

Presenter

David Blanchett, PhD, MSFS, CFA, CLU^®, ChFC^®, CFP^®

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

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