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Dynamic Portfolio Management and Tools for Building Risk Adaptive Portfolios

11 May 2018

Dynamic Portfolio Management and Tools for Building Risk Adaptive Portfolios

In the current environment of low yields, pricey equity markets and lower expectations for portfolio returns, institutional investors may find it challenging to meet their return objectives over the next several years. To manage a portfolio that is better rewarded for risk than a typical beta-driven program, portfolio managers must have a greater focus on market risk and valuations and have a disciplined approach for dynamically adjusting their portfolio to adapt to the market environment. Maples Fund Services’ Head of Institutional Investor Solutions, James Perry explores the principles of dynamic portfolio management and guidelines for portfolio construction that can enhance the probability of realizing more attractive returns over time and increase the possibility of achieving investment return objectives.

For more information on our North America institutional investor solutions, please visit our dedicated webpage.

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