This webinar will review the attributes of market-cap weighting and other weighting schemes often referred to as "smart beta."
Performance of "smart beta" funds will be compared with traditional market-cap weighted fund performance.
In addition, the performance of a multi-asset portfolio comprised of smart beta funds will be compared against a multi-asset portfolio comprised of cap-weighted funds.
Dr. Craig Israelsen, who has taught graduates and undergraduates about family financial management for over two decades, will share his latest research study showing:
• "Smart beta" defined
• benefits and shortcomings versus market-cap weighted funds
• performance attributes of smart beta portfolios versus cap-weighted
Extend the wisdom of MPT expert Dr. Craig Israelsen, Bob Keebler, and independent economist Fritz Meyer in our marketing platform for real financial professionals. Advisor Products is entrusted with distributing and editing Fritz, Bob, and Craig’s intellectual property. This 18-minute series of videos tells you about our breakthrough marketing platform for financial planning professionals and investment fiduciaries.
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. Israelsen's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.
You can lead this webinar and all A4A webinars. Craig, Fritz and Bob share their slides and transcripts of all their webinars every month, giving you a one-hour transcript you can teach in your own webinars, seminars, and client meetings.
This webinar is eligible for IMCA® CE, IMCA® CE CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.
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