Session recording

Paul Newfield, David Surridge, Dania Zinurova: Re-evaluation, rebalancing, and implementation: gaining an edge from the crisis

The recent market volatility has funds reviewing their investment processes and strategy. In this session, panelists will discuss whether it is best for a fund to structurally change the strategic asset allocation or to make tactical bets to generate alpha. The session will also explore investment ideas from advice to implementation.

Speakers

  • Paul Newfield, director of sector research, Frontier Advisors
  • David Surridge, senior consultant, JANA
  • Dania Zinurova, director of manager research Australia, Willis Towers Watson
  • Moderator: Alex Proimos, head of institutional content, Investment Magazine