Advisors4Advisors

Event 

Asset Class Correlations In Diversified Portfolios
Category:
Financial Advisor Webinar Series
Title:
Asset Class Correlations In Diversified Portfolios
Presenter:
Craig L. Israelsen, Ph.D.
Company:
7Twelve Portfolio
When:
11/16/17  4:00 PM EST - 5:00 PM EST
Replay:
You must be registered and logged into view this replay
CE Credit:
CFP®
Program Id:280926995
Event rating:
User rating
 
4.8 (28)

Description

Which asset classes are least correlated with U.S. stock prices? How has adding low-correlation assets influence a diversified portfolio? In recent years, as markets became more accessible globally, has the behavior of any asset classes changed?

This webinar will update you on the latest correlation statistics affecting multi-asset portfolios and refresh your memory of key considerations in managing private wealth as a fiduciary.

Craig Israelsen, Ph.D., for over two decades has defined best practices for fiduciaries in managing low-expense portfolios, in his monthly published research in Financial Planning.


At this class, Craig reviews the role of U.S. and foreign stocks and non-U.S. equities, as well as which asset classes exhibited the lowest correlation to a diversified portfolio. Craig also illustrates the "portfolio effect" when adding low-correlation funds and indexes together.


 
Want to share Craig's content with clients? This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

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 pending eligibility for IMCA® CE credit and it is eligible for CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.



View all user reviews

Average user rating from: 28 user(s)

To write a review please register or login.

Rating:
 
4.8
 
 

0 of 0 people found the following review helpful
This gentleman has the ability to relate to non academics and get points across!
Rating:
 
5.0
Was this review helpful to you?
Yes No
cubby Reviewed by cubby
November 15, 2017
Top 100 Reviewer
View all my reviews
Report this review
 
Last updated: November 15, 2017
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
CFP Reviewed by CFP
November 15, 2017
Top 100 Reviewer
View all my reviews
Report this review
 
Last updated: November 15, 2017
 

0 of 0 people found the following review helpful
Useful and informative, as are most of Craig's webinars. Good perspective on 15-year data.
Rating:
 
5.0
Was this review helpful to you?
Yes No
Steven King Reviewed by Steven King
November 15, 2017
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: November 15, 2017
 

0 of 0 people found the following review helpful
Fantastic, great concepts and detail! I am interested in the study group on this topic.
Rating:
 
5.0
Was this review helpful to you?
Yes No
wf1irb Reviewed by wf1irb
November 15, 2017
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: November 15, 2017
 

0 of 0 people found the following review helpful
Rating:
 
5.0
Was this review helpful to you?
Yes No
cindy@contourfinancial.com Reviewed by cindy@contourfinancial.com
November 15, 2017
Top 10 Reviewer
View all my reviews
Report this review
 
Last updated: November 15, 2017
 
 
View all user reviews