50-Year MPT Statistics Of A Diversified Portfolio Analyzed

With 2019 over, this continuing education webinar examines the latest 12-months of risk, style, return, and correlation coefficient statistics of a diversified portfolio over the last 50 years, including:

• performance of seven core-portfolio asset classes
• multi-asset class portfolios
• portfolio performance in the accumulation phase
• portfolio performance during the retirement distribution phase
• the impact of expenses and advisor fees on portfolio costs


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Craig L. Israelsen, Ph.D., provides A4A members monthly classes on low-expense investing. Craig's taught family financial management at universities for over two decades, and his research for practitioners has been published monthly in Financial Planning magazine since 1996. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University. If you're paying a TAMP or custodian for managed portfolios, Craig's classes can lower your fees and enable a business model better for your clients and you. He has partnered with A4A and leads classes monthly.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.