In this month’s episode of Wealth DFM Talk, we’re focusing on portfolio construction, looking at how advisers make their decisions in relation to market uncertainty and volatility.
Joining us is Lisa Wang, senior vice president and Head of EMEA Investment Strategy for Franklin Templeton Investment Solutions. Together, we zero in on portfolio construction, discussing where, why and how adjustments might be made across different market regimes.
Lisa also outlines how advisers balance top-down macro views with bottom-up security selection, along with the element of risk when managing portfolios.
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Lisa Wang
Lisa leads the development and management of investment strategies for institutional and intermediary clients across the EMEA region. She was previously the head of goals-based solutions and head of investment solutions focused on the Americas, where she was responsible for designing, managing, and maintaining multi-asset investment solutions for institutional clients.
In that role, she focused primarily on Latin American, Canadian, and ex-US mandates. Prior to this, she served as a portfolio manager for FTIS and was responsible for asset allocation (multi-asset) strategies, including target-date, target-risk, volatility-controlled, ESG, and customised solutions.
Disclaimer
Wealth DFM Talk is for financial professionals only and does not constitute investment advice. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and any necessary legal advice should be sought before acting on any information contained in this podcast. The value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
