IMCA 2016 Advances Investment Strategist Institute

Presentation

IMCA’s first Advanced Investment Strategist Institute will be taking place on 13-14 June, 2016 in Toronto. Speakers include academics and practitioners who will force you to take a closer look at your practice and make you think more deeply about how you advise your clients.

Lionel Martellini, Director of EDHEC-Risk Institute and Professor of Finance at EDHEC Business School, will be speaking at the event on the theme “ Goals-Based Investing: From Investment Products to Investment Solutions“. Individual and institutional investors need investment solutions that help them meet their goals subject to dollar and risk-budget constraints. The investment industry needs to evolve beyond standard product-based, market-centered approaches and to start providing both institutions and individuals with meaningful investor-centric investment solutions. In this masterclass, Lionel Martellini will introduce participants to the modern financial-engineering and risk-management techniques that will allow a new breed of investment managers and consultants to design and implement innovative forms of welfare-improving investment solutions for clients. He will showcase how the emergence of these new forms of investment solutions is a profound paradigm change that will disrupt the wealth management industry, where existing practices still rely on costly attempts at summarizing investors’ preferences in terms of risk-aversion (balanced funds), time-horizon (target-date funds), or capital guarantee (structured products). Combining academic expertise and industry experience, Professor Martellini strikes a balance between exploring new investment approaches and analyzing practical applications, including integrative case studies that provide step-by-step implementation examples.

Speakers

Lionel Martellini, Director of EDHEC-Risk Institute and Professor of Finance at EDHEC Business School

Date

Monday 13/06/2016 - Monday 13/06/2016

7:00 am - 5:00 pm (14)

Place

Sheraton Centre Toronto Hotel, 123 Queen Street West, Toronto, ON M5H 2M9, Canada

Contact us

IMCA

[email protected]

About EDHEC

Operating from campuses in Lille, Nice, Paris, London and Singapore, EDHEC is one of the world’s top 15 business schools. Fully international and directly connected to the business world, EDHEC commands a strong reputation for research excellence and the ability to train entrepreneurs and managers capable of breaking new ground. EDHEC functions as a genuine laboratory of ideas and produces innovative solutions valued by businesses. The School’s teaching is inspired by its research work and a focus on “learning by doing”, all with the aim of equipping people with the skills to succeed in business.

About EDHEC-Risk Climate Impact Institute

Marking the priority assigned by the School to sustainability issues and building on its research programmes exploring the relationships between climate change and finance, EDHEC-Risk Institute became EDHEC-Risk Climate Impact Institute in October 2022. The Institute's mission is to help private and public decision-makers manage climate-related financial risks and make the best use of the financial tools available to transition to low-emission and climate-resilient economies. The Institute’s research programmes explore the relationships between climate change and finance and our key ambition is to become a leading academic reference point for long-term investors, helping them to manage the asset-pricing implications of climate change as well as mitigation and adaptation efforts.