Model Behavior: Hidden Risks Undermining Portfolio Performance – American Century Investments – 8.21.25

Summary:

Uncertainty abounds with trade, rates, inflation, earnings, employment, and sentiment dominating headlines. Effective and intentional risk-taking is critical with markets near all-time highs and economic data mixed. Yet, risk assessment and measurement are often impaired by the portfolio construction process itself.

Join our Directors of Portfolio Construction as they:

• Discuss unintended risks found in many portfolios and how to avoid them.
• Demonstrate ways to quantify and measure diversification.
• Uncover and solve common pitfalls in asset allocation and manager selection.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Jeremy Deering, CFA, is responsible for consulting with intermediary and institutional clients on asset allocation. In this role, he works with clients on evaluating their investment models and offering recommendations for possible enhancements. Previously at the firm, Jeremy was a senior global product analyst, where he spent the majority of his time conducting competitor and market analysis for institutional clients. He joined American Century Investments in 2009 as a senior institutional product manager for the firm’s U.S. growth equity strategies. Prior to that, Jeremy worked in the Institutional Sales & Marketing group at Waddell & Reed Financial. Jeremy earned a bachelor’s degree in biology from the University of Kansas and an MBA with a concentration in finance from Baker University. He holds series 7 and 63 licenses and is a CFA charterholder.

Brent Evans, CFA, is responsible for consulting with intermediary and institutional clients on asset allocation. In this role, he works with clients on evaluating their investment models and offering recommendations for possible enhancements. Brent began his career on an algorithmic trading desk before joining American Century in 2005. After serving in roles supporting brokerage clients and investment operations, he left in 2013 to become Director of Investment Management for a multi-billion dollar wealth management firm. At this firm for seven years, he created, implemented and oversaw all aspects of portfolio construction, security selection and investment strategy. He rejoined American Century in 2021 for his current position on the portfolio construction team. Brent earned a Bachelor of Science degree in Business Administration from the University of Kansas and an MBA from the Johns Hopkins University Carey Business School. He holds series 7 and 63 licenses and is a CFA charterholder.