Advisor Alpha In Actively Managed Non-US Equity Funds In Developed Economies

Craig Israelsen
05/26/21 4 PM EST
CFP® Live CPA IWI
Program Id: 158142003
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Low-expense portfolios enable financial advisors to build a diversified core portfolio capturing equity appreciation efficiently across most asset classes but not so much with foreign equities in many developed economies.

This class searches and finds a way for advisors to add alpha by researching actively managed foreign stock funds in developed economies rather than a passive indexed fund or ETF.

Financial planning professionals often design portfolios strategically for the long-run, building a core of low-expense passively managed index funds and ETFs. However, active beats passive in certain asset class categories and must also be considered by fiduciaries.

Having reviewed the active versus passive debate last month, this class focuses in on foreign equities of the major economies outside the U.S. as a place where advisors can add alpha. At this class, Prof. Craig Israelsen, who has taught investment courses for CFA® candidates at universities for over three decades, examines performance of actively managed funds mutual funds and ETFs versus passively managed index-based funds in the Developed Non-US Equity asset class.

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.

 

The Impact of Asset Allocation On Retirement Income

Trade-offs in retirement using two popular withdrawal strategies. How much is withdrawn from a retirement portfolio each year is obviously influenced by the asset allocation of the portfolio, but just how much? And what are the trade-offs in choosing to build an aggressive or conservative retirement portfolio?

A4A members must log in to view the full article, which is reprinted with permission from the American Association of Individual Investors. © 2021.

 

Low-Expense Investing Course By Craig Israelsen  

This learning objective of this monthly series of classes by Craig Israelsen, Ph.D., since inception in April 2009, is to teach professionals advising clients on tax, financial and investment planning how to build low-expense broadly diversified core-portfolios, applying modern portfolio theory statistical techniques and quantitative financial economic analysis. 

Although each class teaches a solution to one of a broad array of investment problems practitioners face every day, the main point of each class targets fiduciary practices on designing broadly diversified core portfolio models for 10-basis points, employing indexes and ETFs, and earning fees for personal tax and financial planning services, or specialized investment advice.

Craig Israelsen, Ph.D., began teaching this course about low-expense investing on Advisors4Advisors in April 2009. All his classes are archived for members to view.

For three decades, Craig has helped define best practices in managing portfolios. Since 1996, he publishes his research monthly in Financial Planning magazine. He's also been a longtime contributor to AAII Journal. Craig also has taught about family financial management at universities for over three decades. He's currently Executive-in-Residence in the Financial Planning Program at Utah Valley University and teaches classes toiard  earning a CFA charter.  

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More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 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.

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Great Stuff

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Very useful that you incorporated the actively managed non-US fund into a diversified portfolio to determine its impact in the context of the entire portfolio, not isolated by itself. It's important to look at correlations and risk-adjusted returns.

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