EPCNN Zoom Meeting with Lisa Shalett - Financial Planning Client Custom Benchmarks
Date: Tuesday, July 23, 2024
Time: 8:00am - 9:00am
Location: Zoom
Speaker: Lisa Shalett, Chief Investment Officer Morgan Stanley
Some questions that Lisa will answer are the following:
What are the limitations of commercial and asset class level benchmarks?
What are the pitfalls of traditional financial planning approaches that focus only on probability of success
How do most financial advisors decede on asset allocations today?
What do we recommend as an enhanced approach to asset allocation that is based on risk capacity and financial planning forecasts of cashflows?
Related Document(s):
