Let's Talk! - Join us on March 27

View in browser

Navigating the Financial Landscape: An Asset Allocation Strategy for Success

March 27, 2025

1:00 pm (ET)

Our guest speaker, Alex Bellefleur, will be providing a market update and outlook on the current financial landscape, discussing the managed solutions he runs and how to navigate the current environment.

One key aspect of managing these funds is asset allocation. Alex will be diving into his strategy for allocating assets within the funds and how to adjust based on the market condition to position your clients for success in the current environment.

Alex Bellefleur
Senior Vice President, Head of Research, Asset Allocation 

“My investment philosophy is based on conducting rigorous and deep macro analysis, where one isn't afraid to take non-consensus views, combined with disciplined data analysis, state-of-the-art portfolio construction, and risk management. The combination of all these factors can produce something greater than the sum of its parts to generate solid long-term returns.”