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Breakfast at Russell Investments
Russell Investments
1301 2nd Ave, 18th Floor
Seattle, WA 98101
(206) 505-7877

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Thursday, June 21, 2018, 7:30 AM - 9:00 AM PDT
Category: Events

Russell Investments Breakfast

Start your day with breakfast and a market update in the beautiful Russell Investments building downtown. Join FPA and Sam Pittman, Ph.D., Russell's Head of Retail Solutions, for breakfast and his presentation titled "Goals, Circumstances, and Preferences - Building a Customized Asset Allocation for Clients".  

Registration:

$15 FPA Members
$25 Non-FPA Members

Online registration is now closed. If you are still interested in attending, please e-mail the FPA of Puget sound office.


Presentation Details:

Goals, Circumstances, and Preferences - Building a Customized Asset Allocation for Clients

Explore scalable portfolio customization that addresses client outcomes.

Russell Investments believes there’s an emerging opportunity for advisors to grow their practice by providing solutions that address a richer set of client preferences than has historically been done. The industry has called this investing approach “outcome-oriented investing.” Applied with client goals in mind, outcome-oriented investing is a way for advisors to potentially better link a financial plan to investors’ specific goals and improve the satisfaction clients receive from their services. But proceed with caution. Spend too much time on customizing for unique outcomes and you could sink the efficiency and profitability of your practice. While customization has the potential to increase the value of an advisory practice, A second motivation is likely coming from regulators, in the form of increased pressure around acting as a fiduciary advisor. So, what if creating a customized, outcome-oriented portfolio was about as simple as walking a client through a risk tolerance questionnaire? Learn more about customization in this presentation. 

This presentation will include step-by-step solutions to efficiently design and implement customized investment solutions. A framework of model portfolios used in the customization process will be provided and it's usage with clients explained. Learning objectives include:

  • How to better link a financial plan to specific client goals
  • Learn the application of the Goals-Circumstances-Preferences Framework in designing investment allocation
  • How to efficiently customize the allocation of client assets to achieve their goals
  • Improve client satisfaction with the planning process and the services provided by the adviser

Speaker Details:

Sam Pittman, Ph.D.
Head of Retail Solutions, Global Client Strategy and Research

Sam Pittman is responsible for global retail asset allocation and client investment strategies. In this role, Sam sets strategic asset allocation for multi-asset portfolios offered to retail investors. He is also engaged in developing research and insights supporting better investment decisions for retail clients. 

Sam’s research includes multi-period dynamic asset allocation, retirement sustainability, personal funded ratios, income replacement, tax-managed solutions and equity forecasting. He regularly authors articles and presents at industry conferences and client events. Some of his recent work has been published in the Journal of Financial Planning, The Journal of Retirement, The Retirement Management Journal and the Journal of Wealth Management. In 2013 he coauthored the article “Optimizing retirement income: an adaptive approach based on assets and liabilities” which was voted one of the top 10 praiseworthy, must-read articles for 2013 by The Retirement Income Journal. Sam Pittman, Ph.D., is responsible for global retail asset allocation and client investment strategies. In this role, Sam sets strategic asset allocation for multi-asset portfolios offered to retail investors. He is also engaged in developing research and insights supporting better investment decisions for retail clients.

Sam joined Russell Investments in 2010. Prior to joining Russell Investments, he co-founded a web-based financial advice company, developed tax-managed and emerging market equity strategies at Parametric Portfolio Associates, lead research and development projects at Weyerhaeuser to optimize the flow of timber investments through product conversion facilities and served four years in the Marine Corps.

Sam holds a B.S. in Mathematics from the University of Washington, an M.S. in Biometrics from the University of Washington, an M.S. in Applied Mathematics from the University of Washington, and a Ph.D. in Operations Research from the University of Washington.