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Wealth Management - December 12, 2014

EDHEC-Risk Institute to present masterclass on individual investor solutions in London


EDHEC-Risk Institute will be holding a special masterclass on individual investor solutions entitled "Advanced Techniques for Wealth and Retail Investments" on March 23, 2015 at The Brewery in London.

Like institutional investors, individual investors do not just need investment products with allegedly superior performance. They need investment solutions that help them meet their goals subject to a number of dollar and risk budget constraints. This much needed focus on a client-centric approach implies that investing in safe assets is perhaps the riskiest of all strategies for individual investors, since it generally involves an exceedingly high probability of not meeting ambitious consumption objectives throughout the life-cycle given existing budget constraints. It also implies that the traditional focus on risk-aversion is mostly irrelevant when it comes to capturing investors’ preferences. The challenges of long-term investment decisions can only be addressed through a suitably designed dynamic combination of risky performance-seeking portfolios and dedicated goal-hedging portfolios, engineered so as to generate the highest possible probability of meeting individual investors’ aspirational goals while securing their essential goals.

The aim of this half-day seminar is to provide participants with an introduction to the modern financial engineering and risk management techniques which will allow a new breed of investment managers to design and implement innovative forms of welfare-improving investment solutions for individual investors. The seminar will also showcase how the emergence of these new forms of investment solutions is a profound paradigm change that will have a disruptive impact on the retail and private wealth management industry, where existing practices still mostly rely on costly attempts at summarising investors’ preferences in terms of risk-aversion (balanced funds), time-horizon (target date funds) or capital guarantee (structured products).

For more information on the seminar, please visit the dedicated seminar webpage.

To register, please visit: www.regonline.co.uk/erimasterclass2015.