BOSTON--(BUSINESS WIRE)--New Frontier Advisors, LLC, a premier Boston-based institutional research, technology and investment advisory firm, will hold an advanced full-day asset allocation workshop on Thursday March 21, 2019. The event is will be held at the exclusive Boston College Club in downtown Boston. It will be led by New Frontier’s Chief Investment Officer Robert Michaud, co-holder of four U.S. patents in portfolio optimization and asset management, co-author of Efficient Asset Management: A Practical Guide to Stock Portfolio Optimization and Asset Allocation (Harvard 1998, 2nd ed. Oxford 2008) and the recent subject of a WatersTechnology cover story.
During the workshop, Michaud will use real-world case studies to illustrate the application of New Frontier’s state-of-the-art quantitative technologies to manage several types of investment mandates, including tax-exempt, tax-sensitive and income-based portfolios. Michaud will present solutions to a wide range of topics, including fund selection, risk and return estimation, portfolio optimization, the Michaud-Esch need-to-trade rule and methods for minimizing trade implementation costs.
A complete description of the workshop, including who should attend, is available here.
Investment professionals interested in state-of-the-art investment technology for asset allocation and portfolio optimization are encouraged to attend the one-day seminar. The goal is to provide participants with step-by-step illustrations addressing various asset allocation issues that are encountered in practice. However, attendance is limited in order to allow discussion of issues of specific interest to participants, so those interested in attending should register as soon as possible.
About New Frontier Advisors
New Frontier is a Boston-based institutional research and investment advisory firm specializing in the development and application of state-of-the-art investment technology. Founded in 1998 by the inventors of the world’s first broad spectrum, patented, provably effective portfolio optimization process, the firm continues to pioneer new development in asset allocation and portfolio selection. New Frontier’s mission is to develop and apply institutional-quality investment methods and technology to the practice of asset management.