Is 60/40 Dead? The Past, Present & Future of Asset Allocation

When:  Sep 19, 2023 from 07:00 AM to 10:00 AM (CT)
Associated with  CFA Society Minnesota

In partnership with FPA Minnesota

In-person & Virtual attendance options

This 2-hour program will analyze the efficacy of the 60/40 allocation.  We will review the periods when the 60/40 allocation provided value and stability to portfolios and when it didn’t.  Secondly, we will analyze the factors likely to influence the direction of interest rates and equity prices going forward.  Lastly, we will discuss incorporating a process that yields better risk-adjusted returns.


By attending this session, participants will:

  1. Better understand the periods when a 60/40 allocation worked and when it didn’t. 
  2. Understand the factors that are currently influencing the equity and debt markets.
  3. Learn how to generate better risk-adjusted returns for their clients. 

Register here


Metropolitan Ballroom
5418 Wayzata Boulevard
Golden Valley, MN 55416
Event Image


Megan Millett
[email protected]