Wednesday webinar at one: Robust outperformance with equal-weighted portfolios

Wednesday 05 July 2023 | 13:00 - 13:40 | Webinar

Asset allocation is one of the most important drivers of investment outcomes. In this session, Joachim Klement, CFA, Investment Strategist at Liberum will highlight the simple, yet powerful and underappreciated method of equal weighting.

Joachim will also provide some practical tips on how putting the same amount of money is not only competitive with more sophisticated allocation methods like mean-variance optimisation, but, crucially - more robust in the presence of market and forecasting uncertainty.

By the end of this session, attendees will:

  • Understand what equal-weighting does and why it leads to superior portfolio performance.
  • Explore what happens to portfolios when we make imperfect forecasts. 
  • Understand how holding the same amount in every asset class (equal-weighted) may appear naïve and overly simple but is anything but in real life.  
  • Understand why equal-weighted portfolios provide robust outperformance in the face of uncertain markets and why these portfolios outperform in the long run.
  • Discuss why equal-weighted portfolios are not used more frequently in practice despite their robustness and their advantages.


Registration: 12:55

Event: 13:00 - 13:40

CPD Points: 0.75


Joachim Klement, CFA, Head of Strategy, Accounting and Sustainability, Liberum

Joachim has worked in the investment industry for more than 20 years, mostly on the buy side. He is an investment strategist and ESG specialist within the strategy team.

Before joining Liberum, Joachim worked as Head of Equity Strategy and Head of Asset Allocation for a major Swiss private bank, Chief Investment Officer for family offices and institutional investors as well as Head of Research for a boutique investment firm.

Joachim holds a masters in mathematics from ETH Zurich and a masters in economics from the University of Hagen. Joachim is also a CFA charterholder. He is the author of “7 Mistakes every Investor Makes” and “Geo-Economics: The Interplay between Geopolitics, Economics, and Investments.” He also publishes the free substack “Klement on Investing.”

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