Beyond Indexing - Creating Tactical Strategies for Changing Markets

Investors are often told to accept large market declines as the unavoidable cost of long-term investing. This presentation will explore a different approach. In this session, John and Zoe examine how quantitatively driven strategies using both traditional and alternative assets can help investors build more adaptive portfolios. They will discuss ways to combine complementary strategies, manage volatility, and respond tactically to changing market conditions as an alternative to a purely passive indexing approach.