IMCA 2016 Advances Investment Strategist Institute


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.


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