Portfolio Strategies for a Rising Interest Rate Environment

September 12, 2014

In this presentation from our 2014 Investment Symposium, we explore current interest rate levels, our perspective as consultants, and strategic solutions for mitigating the effects of rising rates on portfolios.

Presenters:

  • Ben Mohr, CFA, Senior Research Analyst
  • Kweku Obed, CFA, CAIA, Senior Vice President
  • Olu Rosanwo, CAIA, Senior Research Analyst
  • Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner

Recorded Friday, September 12, 2014
2014 Marquette Investment Symposium

Please contact us for access to this presentation.

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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