Visit the Columbia Threadneedle Investments sponsor area

8th August 2024

Concentrating on Concentration Risk (45 minutes)

Explore what concentration risk is and why it is important

Key Takeaways

  • Investigate concentration risk, why this is important and how it changes through time
  • Explain the key difference of equally weighted and market capitalisation indexes
  • Discuss strategies to mitigate concentration risk in client portfolios

View more

Log CPD

You need to be logged in to see and add to your CPD Record

Related Articles_

fidelity Adviser Solutions: Is there a missing asset class for retirees?


Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

Read More

BNP Paribas: Multi-Asset Investment Views Quarterly Update – July 2026


Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.

Read More

Artemis: Wolstencroft: Investor complacency is making me nervous


The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.

Read More