Mercer Asset Allocation Master Class - Tuesday 27 October, 2009

3 Sep 2009

Mercer will be holding an exclusive full-day Master Class designed for experienced investment professionals who want to develop a deeper understanding of portfolio construction issues, market trends and specific asset classes. Master Classes are delivered within an interactive workshop format by Mercer's senior consultants, researchers, and topic specialists.

Lead by Simon Eagleton, Mercer's investment consulting business leader for Australia/NZ, the asset allocation Master Class will address the range of considerations required for a tailored investment strategy, highlighting short-comings in using historical-based assumptions, and presenting alternatives to the mean-variance approach to strategy development.

The workshop will also explore how to incorporate the tail risk inherent in many alternative investment strategies into strategy decisions, and finally, propose a disciplined approach to medium-term 'dynamic' asset allocation.

Download the course brochure (PDF link above) for more information.

Click here to register

   Download PDF

Source: Mercer Research

Quicklinks

About Mercer
Investment Consulting Services
Investment Management Reports
Services for Private Client Advisers
Research Philosophy
Contact Us

Tools

Back to homepage



General Warning
This site is provided by Mercer (Australia) Pty Ltd ABN 32 005 315 917 as a corporate authorised representative #260851 of Mercer Investment Nominees Limited ABN 79 004 717 533 AFS Licence #235906 (refer to our Financial Services Guide). Any general financial product advice the site contains has been prepared without taking into account the objectives, financial situation or needs of any person. Before acting on such advice you should assess whether it is appropriate in light of the relevant person's individual objectives, financial situation and needs. You should examine a current PDS for any product under consideration prior to making any decision or recommendation. If you use any of our general financial product advice in a communication to a client, and attribute it to us, you must make available to the client a copy of our Financial Services Guide.
Terms of use | Privacy | FSG
© 2010, Mercer (Australia) Pty Ltd. All rights reserved.