Best Practices in Portfolio Risk Management for Fiduciaries
As goals-based wealth management strategies continue to evolve, there is an increased need to better understand the drivers of risk and how to implement institutional caliber methodologies for risk management. Through establishing a culture that embraces proper due diligence, along with the use of new analytic tools and options-based strategies, advisors can differentiate themselves, improve client relationships and mitigate risk. This pre-conference workshop is designed to help fiduciary advisors conduct more meaningful risk assessments and implement best practices when creating portfolios for their high-net-worth clients.
Know What You Own - Deciphering Options-Based Strategies
Advisors are increasingly seeking 'options' to traditional portfolio tools to address the challenges and risks in the capital markets. It's no surprise one of the most rapidly growing mutual funds and ETF categories is dedicated option strategies. As the proliferation of options-based strategies has grown, understanding the category’s diversity and employing relevant due diligence considerations will improve strategy selection and portfolio implementation. This session will compare and unpack the drivers of return and risk for major options strategy variations and provide a practical due diligence and manager selection framework.
Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP® is responsible for helping clients and prospects gain a detailed understanding of Swan Global Investment’s defined risk strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content.
Prior to joining Swan, Odo was director of research at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next-generation risk analytics. Prior to that, he was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high-net-worth individuals and ERISA plans. In both positions, Odo was the resident Zephyr expert. He graduated from the University of Washington in 1996.