CFA Institute Webinar

Wealth Management in Practice: Trend-Following Decumulation Strategies


Planning for decumulation of assets is complicated by the sequence risk of returns: Suffering losses in down markets without sufficient remaining lifetime to recover can be devastating to achieving clients’ goals. Featuring three wealth management practitioners who are CFA® charterholders, this webinar will discuss and critique the Financial Analysts Journal® article "Reducing Sequence Risk Using Trend Following and the CAPE Ratio" to discern if trend-following strategies can be a useful technique for advisers seeking to minimize sequence risks for their clients.

Please register here.