WEBCASTS
4th Quarter Market Review and Outlook
In this upcoming webcast, Columbia Threadneedle and ETF Trends will provide an overview of the current market, an outlook ahead and how looking beyond the benchmark may help financial advisors diversify risks ahead.
SUMMARY
Tom Lydon, CEO of ETF Trends moderates a discussion on:
- An overview of the current market environment and 5 year forecast
- Alternative diversified allocation methodology
- Discussion on strategic beta, what it means, and how to evaluate if it’s right for a client
- Highlight methodology and actionable solutions for implementing into portfolios
Not accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Edward Kerschner, CFA
Chief Portfolio StrategistColumbia Threadneedle Investments
Jay McAndrew
National Sales Manager, Strategic BetaColumbia Threadneedle Investments
Tom Lydon
CEOETF Trends
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