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Distance Learning
Distance Learning

OD: Taking a Disciplined Approach to Asset Allocation and Rebalancing

Recorded on: Tuesday, October 28, 2014 1:00 PM ET


Thought you knew everything about asset allocation and re-balancing? What changes did your organization make to your asset allocation and approach as a result of the financial crisis? Should you have maintained your discipline? This session will discuss how innovative techniques combining a unique approach to not only asset allocation but also rebalancing could have been implemented during and after the financial crash. The presenters will also share the results of a study that evaluated the impact of various rebalancing strategies through the financial crisis and recovery, and how each strategy affected the volatility and return of a diversified portfolio.


  • Gain a stronger understanding of the importance of a disciplined rebalancing strategy through market cycles
  • Learn how to use volatility as a tool with a formalized rebalancing approach
  • Learn the role a diversified portfolio plays when rebalancing different asset classes
  • Understand what it really means to have a diversified portfolio
  • Have the ability to compile a list of questions to pose to your investment /finance committee regarding current asset allocation and rebalancing policies  


  • Scott George chief investment officer, Mason Investment Advisory Services, Inc.
  • Tom Pudner director of research, Mason Investment Advisory Services, Inc.
  • Reverend Dr. David McAllister-Wilson president, Wesley Theological Seminary
  • T. Greg Prince , vice president of advancement and external affairs, executive director, Salisbury University Foundation, Inc.


  • Directors
  • Chief Financial Officers
  • Chief Investment Officers
  • Investment/Finance Committee Members
  • Foundation Executive Directors

Course Information

    Course length: 100 minutes


Member Registration: $0.00
Non-Member Site Registration: $219.00


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