Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
Excess Returns
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The Importance of a Dynamic Goals Based Approach
All surpluses will eventually become goals that they don't ultimately if they haven't already. If there's a shortfall, then you're going to have to adapt and change the portfolio. So I'm not talking about sort of the asset only moves like, Oh, we like international now instead of us equity, let's overweight there, underweight there. These are portfolios for long term investors and constructing them accordingly.
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