LENSELL and Sharesight are committed to helping investors throughout their journeys and this is why they would like to invite you to a webinar on tailoring portfolio diversification with technology and AI optimisation.
“One of the most important things any investor should know is how to diversify well.” (Ray Dalio, Bridgewater Associates).
In the current uncertain financial market, diversification becomes a predominant safeguard. Research shows that a diversified portfolio is more resilient to market volatility and generally outperforms ‘concentrated’ portfolios in the longer run (Koda Capital, 2020).
With only 3 in 10 investors’ portfolios diversified (ASX Investor Study report, 2020), that leaves many investors with the need to consider a diversification strategy to mitigate their overall portfolio risk.
Furthermore, once a diversified portfolio has been put together, a major step is to find the asset allocation that will match the investor’s risk & return expectations.
Each investor is different and so is their portfolio – there is no blanket approach that works for everyone. With the help of technology and AI from Sharesight and Diversiview by LENSELL, investors can now tailor and optimise their diversified portfolios even further.
What will be covered:
1. The benefits of a diversified investment portfolio to match asset allocation with risk and return expectations
2. How to utilise Sharesight and Diversiview to make informed investing decisions
3. Q&A with Jessica Goodall (Sharesight CCO) and Dr Laura Rusu (LENSELL CEO).
Time:
20 January, 2022 12:00 PM in Canberra, Melbourne, Sydney
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