Richard Fonash of Aberdeen Asset Management Headlines Dallas Ivy Family Office Forum

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Richard Fonash of Aberdeen Asset Management headlines Dallas Ivy Family Office network discussion on portfolio allocations. Recommends globally diversified, multi-asset approach to portfolio allocations.

While growth momentum in the U.S. remains generally positive, the near to medium term contains numerous potential headwinds around Federal Reserve policy and leadership succession, the U.S. fiscal situation and rapidly evolving geopolitical concerns.

Richard Fonash of Aberdeen Asset Management Inc. headlined the Ivy Family Office Network Dallas Forum with a discussion on “Portfolio Allocations“. The Forum was held on September 17th, 2013 in Dallas, TX.

According to Mr. Fonash, “This is a challenging time for portfolio allocators, as we begin the transition away from asset markets driven heavily by central bank policy-making to markets that are more driven by underlying economic fundamentals. While growth momentum in the U.S. remains generally positive, the near to medium term contains numerous potential headwinds around Federal Reserve policy and leadership succession, the U.S. fiscal situation and rapidly evolving geopolitical concerns. ”

He continued, “With so much uncertainty across financial markets, we believe it continues to be prudent to pursue a globally diversified, multi-asset approach to portfolio allocations. From a multi-asset point of view, diversification can be achieved with a portfolio mix of diversified equity exposures, selected fixed income segments, real assets and liquid alternatives. We believe it is important that investors operate with as broadly diversified an investing canvas as possible when assembling and allocating within their portfolios. “

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Richard Fonash is a Senior Investment Manager at Aberdeen Asset Management Inc. and is a member of the firm’s Aberdeen Solutions team. Aberdeen Solutions aims to solve investment problems by combining the global resources of the Aberdeen group within customized portfolios. These portfolios seek to meet investment objectives whether expressed as relative return, absolute return, real return, targeted volatility or liability driven. Depending upon the requirement, we blend in-house capabilities, third party managers and passive exposures where appropriate. In this role, he is responsible for both asset allocation and manager selection, with a focus on multi-asset class investing that integrates non-traditional and alternative investments into allocation models. Richard co-manages Aberdeen’s US-based multi-asset allocation strategies as well as a diversified mutual fund of alternative investments. He graduated with a BS in finance from Villanova University and MBA in finance from the Simon School at the University of Rochester and is a CFA® charterholder.

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute

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Aberdeen Asset Management Inc. is the wholly-owned U.S. subsidiary of Aberdeen Asset Management PLC, a global investment management group managing more than US$317.9 billion of assets for both institutions and private individuals as of June 30, 2013.

Diversification does not ensure a profit or protect against a loss in a declining market.

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The Ivy Family Office Network Forum provides an ongoing dialogue for family offices to support high-value education and information on trends for family office investing, structure and operational excellence. Attendees gain practical strategies and solutions to achieve both short and long-term objectives. The program features off-the-record, peer-to-peer discussions in a non-commercial setting, in-depth and highly interactive sessions.

About The Ivy Family Office Network

The Ivy Family Office Network, IvyFON, is a leading peer to peer global family office network with several hundred family offices attending events around The Americas within the past 12 months. Some of the more than 1,400 past speakers have included 5 of the top 10 largest asset allocating consultancies, pre-eminent alternative investment funds by return, leading institutional investors by size, best-in-class asset management professionals, family office subject matter experts and world-class family offices.

Premier Speakers have included Fred Nazem, Nick Maounis, John Taylor and many others. Forum sessions are multi-format and cross-disciplinary covering a range of family office centric topics.

IvyFON’s expertise is an outgrowth of one of the United States’ oldest and largest alternative investment networks, the IvyPlus network. IvyPlus originated as a peer to peer private equity, real estate and hedge fund network consisting of Ivy League and comparable school alumni as well as meritorious participants in the program. The group supports New York City and Los Angeles deal networks across multiple disciplines including private equity, health care and real estate. More than 12,000 investment, family office and institutional investment professionals have attended forums globally. For more information on the Ivy Family Office Network, go to ivyfon.com/contact.html or contact Marty Secada at 646-290-8114 or at martysecada(at)broadwall(dot)biz.

To contact Richard Fonash, you can email Donna Pulini at donna(dot)pulini(at)aberdeen-asset(dot)com or call 215 405 2459.

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