Smart Beta: Useful Or Not?

Smart Beta: Useful Or Not?
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
You must be registered and logged into view this replay
CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id:817077563
User rating
 
4.7 (22)

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.


More than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays available 24/7 to paying members ($60 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.


View all user reviews

Average user rating from: 22 user(s)

To write a review please register or login.

Rating:
 
4.7
 
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
shikham609 Reviewed by shikham609
December 13, 2016
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: December 13, 2016
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
FFS Reviewed by FFS
December 13, 2016
Top 10 Reviewer
View all my reviews
Report this review
 
Last updated: December 13, 2016
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
jeffreyw973 Reviewed by jeffreyw973
December 13, 2016
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: December 13, 2016
 

0 of 0 people found the following review helpful
Rating:
 
4.0
Was this review helpful to you?
Yes No
Bragg Reviewed by Bragg
December 13, 2016
Top 50 Reviewer
View all my reviews
Report this review
 
Last updated: December 13, 2016
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
mnmag Reviewed by mnmag
December 13, 2016
Top 50 Reviewer
View all my reviews
Report this review
 
Last updated: December 13, 2016
 
 
View all user reviews