Beyond Asset Classes: Unveiling the Hidden Risk Concentrations in 'Diversified' Portfolios Translations

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    10 minutes
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Course overview
What if your "diversified" portfolio isn't protecting you the way you think? Peek behind traditional asset class labels to discover the hidden risk factors lurking in your investments. From seemingly unrelated assets that crash together to overlooked correlations that could amplify your losses, this eye-opening analysis reveals why true diversification requires looking deeper than conventional wisdom suggests.

Join us to learn how savvy investors are rethinking portfolio construction to build genuine resilience in today's interconnected markets.

Available as part of our Premium Plus subscription tier.

What's included?

  • 1 video
  • Understanding the hidden risk factors embedded traditional portfolio construction
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Investment professionals managing multi-asset portfolios, wealth advisors building client strategies, and sophisticated individual investors will find this video particularly valuable. The content is especially relevant for those who believe they've achieved diversification through traditional asset allocation but want to understand the deeper layers of risk that may be concentrated in their portfolios. While the concepts explored are advanced, anyone who has a basic understanding of investment principles and is concerned about protecting their portfolio during market stress will benefit from these insights into how seemingly diverse investments can share hidden risk factors.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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