Speaker: Jeremy Deering, American Century
The presentation provides an overview of the 5 most common risks undermining portfolio performance, which our portfolio construction team has identified through their work on thousands of advisor and institutional models. We will offer guidance on how to best identify these risks and potential solutions to improve client outcomes. This is centered on ACI’s philosophy, that multi-asset portfolios should be structured to minimize the effect of behavioral biases and maximize risk adjusted returns.
Jeremy is responsible for consulting with intermediary and institutional clients on asset allocation. In this role, he works with clients on evaluating their investment models and offering recommendations for possible enhancements. In his previous role at the firm, Jeremy was a senior global product analyst, where he spent the majority of his time conducting competitor and market analysis for institutional clients. He joined American Century Investments in 2009 as a senior institutional product manager for the firm’s U.S. growth equity strategies. Prior to that, Jeremy worked in the Institutional Sales & Marketing group at Waddell & Reed Fi nancial. Jeremy earned a bachelor’s degree in biology from the University of Kansas and an MBA with a concentration in finance from Ba ker University. He holds both his series 7 and 63 licenses and is a CFA charterholder.
Questions: Contact Sarah Frankenfeld at admin@austinfpa.org.