Multi-Asset

145 | Strategic vs Tactical Asset Allocation

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Tutors:

  • Iain Barnes, Head of Portfolio Management, Netwealth
  • Phillip Butler, Portfolio Manager, Multi Asset Portfolio Management, PPMG
  • Parit Jakhria, Director, Long Term Investment Strategy, PPMG

Learning outcomes:

  1. What a good strategic asset allocation and tactical asset allocation process look like
  2. How they work in tandem to generate performance and manage risk
  3. What resources and expertise are required to implement SAA and TAA

Channel

Multi-Asset