Business plans can be a vital tool to the success of adviser firms, specifically to give employees a focus on the firm’s goals. Writing down long term and short term plans involve looking ahead and developing a strategy to take advantage of opportunities and tackle problems to keep firms on track. To download the script and key points to this episode, Click here and sign up to Slide Share free.
Natixis Global Asset Management
When markets change, do portfolios need to change with them?
Dr. Andrew Lo, Founder and Chief Investment Strategist at AlphaSimplex, discusses how the firm adapts to changing market conditions, focusing on their drawdown strategy.