Asset Allocation and Modern Portfolio Theory

Asset allocation and modern portfolio theory

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Presenter: Mark Lange, from the Society for Financial Awareness (SOFA).
This program is happening via Zoom

Register ButtonAsset Allocation and Modern Portfolio Theory.

  • Common Investment mistakes
  • Investment risks
  • What is Asset Allocation
  • Who developed it and why
  • Why it is used as the primary element to manage investment portfolios
  • What benefits will you derive from using it
  • Conventional asset classes
  • Unconventional asset classes
  • What doesn’t it cover that I should be thinking about

Registration with a valid email address is required.

This series is brought to you by the Putnam County Libraries, and the Field Library in Peekskill, NY.