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Portfolio Construction

April 5, 2022 | Online | 1–2:15 pm ET | Part of the Endowment Leadership Series

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More than a year into the COVID crisis, -college and university investment officers continue to navigate challenges. Is now the time to consider a portfolio rebalance? If not, what asset allocation discussions should we be having? This session will provide a deep dive into asset allocation considerations to ensure intergenerational equity. Specifically, the speakers will discuss key factors in developing a resilient portfolio that includes risk tolerance and rebalancing approaches.
Learning Objectives:
  • Evaluate and discuss asset allocation strategies while incorporating lessons learned from the COVID-19 pandemic.
  • Describe ways to harness technology in portfolio management to improve decision making.
This webcast is part of the Endowment Leaders Series. Visit the series page to see other sessions
available for a la carte registration or to purchase access to the whole series.

Endowment Management Webcast Workshop


No prerequisites and/or advance preparation required.

CPE Information

Estimated 1.5 CPE Credits

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website


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