One look at the headlines might convince you of the importance of thinking globally as you serve your clients.
Denver, CO (PRWEB) October 07, 2015
Today’s investors are inundated with news about overseas economies and reasons to globally diversify their portfolios. IMCA’s September/October Investments & Wealth Monitor tackles the topics of globalization and geopolitics with more than 60 pages of content focused on the challenges investors and advisors face. Content spans across wide-ranging and relevant issues, from examining whether your portfolio is truly global to why countries and companies matter when it comes to emerging markets to the next generation in timber investing. Other articles, topics, and authors include:
- Gasoline and Coffee Fuel our Daily Lives. Investing in commodities can seem elusive yet may fit into the portfolio-construction process, according to authors Kate Botting, CFA®, Klaus Thuerbach, CFA®, FRM, CAIA®, and Bransby Whitton, CFA®, CAIA®.
- Is Your Portfolio Truly Global? Developing a global strategy requires understanding of a changing global economic engine and the ability to identify appropriate global investments, writes Ronald Florance, CFA®.
- Is It Prudent to Invest Overseas without Any Currency Hedging? Robert Colehan and Edward Baker outline how currency management can play an important role in portfolio management and why the decision to hedge depends on a variety of factors.
“One look at the headlines might convince you of the importance of thinking globally as you serve your clients,” writes David Koulish, CPWA®, CFP®, chair of the Investments & Wealth Monitor editorial advisory board. “With this issue of Investments & Wealth Monitor, we hope to help you think about how to do that.”
Contact: Ryan Hoffman, Communications Director. P: 303.850.3079. E-mail: rhoffman(at)imca(dot)org. Twitter: @IMCA.
Established in 1985, Investment Management Consultants Association® (IMCA®) is a nonprofit professional association and credentialing organization with more than 10,000 individual members and certificants worldwide. IMCA members collectively manage more than $2.477 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®) certification, which earned accreditation by the American National Standards Institute (ANSI) in April 2011, making it the first financial services credential in the United States to meet international standards (ISO 17024) for personnel certification. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2014, IMCA conferences and workshops hosted nearly 4,000 attendees.
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