Balancing the Blend - Seguridad Mania.com - España y América Latina

2022 was a difficult year in the industry – bonds didn’t diversify stocks and many multi-asset funds didn’t diversify one another. If one lesson was learnt off the back of this, it was that name diversification does not equal fundamental diversification. In this 30-minute presentation, Orbis highlights the importance of true fundamental diversification against the backdrop of the value versus growth cycle, the importance of rebalancing, and how a well-diversified, regularly rebalanced portfolio can improve outcomes in the decumulation phase. By the end of the session, you will be able to: 1. Explain the benefits of regular rebalancing 2. Distinguish between name diversification and true fundamental diversification 3. Articulate the benefits of blending funds with different styles, including in decumulation