Key discussion points
- Beyond the traditional 60/40 portfolio: Why investors are rethinking the role of bonds, diversification, and portfolio objectives.
- Total portfolio thinking: Moving beyond asset class allocation to focus on the true drivers of risk and return.Â
- Alternative investments and liquidity: Balancing illiquidity premia with the flexibility institutional portfolios require.Â
- Alternative risk premia: Lessons from a decade of systematic strategies, crowding, and evolving market dynamics.Â
- Risk management as a strategic partner: How integrating risk into portfolio construction can improve resilience and decision-making.
- Behavior, data, and AI: Why behavioral finance, quantitative methods, and artificial intelligence are shaping the next generation of institutional investing.
Rethinking Portfolio Construction for a New Market Era
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In this episode of Conversations with Frank Fabozzi, CFA, Kari Vatanen, CFA draws on decades of experience in asset allocation, risk management, derivatives, and pension investing to examine how portfolio construction is evolving beyond traditional models. As inflation uncertainty, private markets, and shifting market dynamics reshape investment decisions, he explores the rise of total portfolio thinking, the growing role of alternative investments and factor-based approaches, and why integrating risk management into strategic decision-making is more important than ever. The discussion also looks ahead to how behavioral insights, quantitative methods, and AI are influencing the future of institutional investing.
