On the Web

Podcast: Gary Dugan on Investment Portfolio Management

New Episode on NaluFM: What is an Actively Managed Certificate (AMC), legally speaking?

Follow the discussion on asset management and the impact on investment portfolios today.

Gary Dugan, the CEO of The Global CIO Office, spoke to Stefan Wagner, Head of Business Development at vestr, on NaluFM Finance covering topics such as:

  • Dangers of Old Asset Allocation
  • Portfolio Monitoring, Risk Control and Rebalancing
  • Asset Allocation and Risk Control
  • Investment Trends and Opportunities

Tune in as Gary debunks the 60/40 Portfolio myth and defines the differences between investment, speculation and betting. 

Tune in to the podcast and learn more about recent private market evolvements on NaluFM: here.