Advisors4Advisors

Event 

Shifts In The Efficient Frontier Over The Decades
Category:
Financial Advisor Webinar Series
Title:
Shifts In The Efficient Frontier Over The Decades
Presenter:
Craig L. Israelsen, Ph.D.
Company:
7Twelve Portfolio
When:
08/24/17  4:00 PM EST - 5:00 PM EST
Replay:
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CE Credit:
CFP®
IMCA
Program Id:920748875
Event rating:
User rating
 
4.8 (46)

Description

How has the efficient frontier shifted over the decades?

Craig Israelsen, PhD., demonstrates shifts in the efficient frontier decade-by-decade over the last 47 years. Gross performance and net return of seven major asset classes and two portfolio models are examined, before and after inflation, at this webinar for practitioners.


Professionals who manage low-expense portfolios are able to internalize performance data and subtle changes driving portfolio characteristics over the long run. Attendees can receive continuing professional education credit and learn how to explain these key concepts to clients and prospects.

With fee compression changing practice management, Craig, a portfolio design expert, teaches concepts key to building enduring relationships with investors seeking financial planning and investment advice.


Sign up for a demo account on our platform to see how you can give this presentation.


Craig L. Israelsen, Ph.D., an expert on optimizing performance of asset classes, has delivered scholarly research to practitioners monthly in Financial Planning magazine for over a decade, earning the trust of independent financial professionals. Craig is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. His investment methodology, 7Twelve Portfolio, is relied on by hundreds of professionals across the country. He has partnered with A4A since 2009 and leads classes monthly on A4A.


This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

                                                        
8th Annual 7Twelve Conference, November 10-11



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4.8
 
 

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sfiadjoe Reviewed by sfiadjoe
August 23, 2017
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Last updated: August 23, 2017
 

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Agarrott Reviewed by Agarrott
August 23, 2017
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0 of 0 people found the following review helpful
Nice presentation. An interesting take on a familiar concept
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JimBuro Reviewed by JimBuro
August 23, 2017
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Well-presented and easy to understand.
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godandme Reviewed by godandme
August 23, 2017
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Biz Jack Reviewed by Biz Jack
August 23, 2017
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Last updated: August 23, 2017
 
 
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