Foreign, Commodities, Fritz Meyer And MPT

Foreign, Commodities, Fritz Meyer And MPT
Craig L. Israelsen, Ph.D.
7Twelve Portfolio
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 902834331

At this session, Craig Israelsen, Ph.D. reviews the performance of a broad array of asset classes, with a focus on the performance of non-US equity and commodities over the past two decades.

At this class, Craig also examines the strategic impact of Fritz Meyer's point of view on foreign equities and commodities, plowing new ground in their collaboration to the benefit of A4A members.
 
The variation in performance among developed non-US equities, small- and mid-cap non-US equities, and emerging-market equities and the variation among commodity indexes are analyzed.

Performance analysis of different types of non-US stock equity, both index-based and actively- managed
Performance analysis of various commodity indexes and the funds that track them
• "Natural" variation in performance of asset classes representing a diversified portfolio

 

Craig Israelsen, Ph.D., for three decades, has helped define best practices for fiduciaries in managing low-expense portfolios, publishing his research monthly in Financial Planning magazine and teaching on A4A for many years.

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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.


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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Good rebuttal to Fritz. (-:

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Excellent explanation of the complexities of making judgements about performance.

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