Devin Anderson, CEO and Co-Founder, and Zed Francis, CIO and Co-Founder of Convexitas, seek to provide investors with overlay tools that can improve liquidity and reduce downside risk during times of market drawdowns.
Convexitas Tail Liquidity seeks to capture 50% of the market downside with a 20% drag on upside performance. Investment strategies exhibiting a low to negative correlation with existing portfolios can potentially increase liquidity during market events, allowing families greater flexibility regarding spending and rebalancing decisions.
WEBCAST – Diversification Failed: Evolve Your Portfolio to Avoid the Next Diversification Trap
Achieving diversification has rarely been a greater challenge. Portfolio construction used to be easy: fixed income provided a ballast for riskier allocations. Next came more alternative investments which may have offered zero correlations but frequently limited liquidity. Now we are in a period of higher inflation yet again forcing a rethink of portfolio construction.
Join the experts at Convexitas as they discuss portfolio construction goals, look at what has and has not worked, and discuss our views on the next generation of tools advisors might consider to improve diversification and liquidity. Topics will include:
- A modern framework of portfolio construction goals that emphasizes growth, stability, opportunity, and liquidity
- How the use of traditional fixed income and alternatives have evolved, succeeded, and failed as diversifiers
- Introducing explicit negatively correlated strategies to the portfolio construction process
Accepted for 1 CFP® / IWI / CFA CE Credit