ETF Trends
ETF Trends
Overview

Title: A Practical Guide to Portfolio Construction

Date: Thursday, November 02, 2017

Time: 02:00 PM Eastern Daylight Time

Duration: 1 hour



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Summary

Investors who want to build a diversified portfolio to grow their wealth can now look to alternative or factor-based index strategies to focus on investment opportunities across a number of equity market categories.

Join Tom Lydon, editor and publisher of ETF Trends, on November 2nd as he moderates a discussion on new research in equity portfolio construction with John Bryson, head of portfolio consulting, and Steve Deroian, head of ETF strategy, both at John Hancock Investments. Topics will include:

  • Balancing active, passive, and multifactor strategic beta in a single portfolio
  • Frameworks for asset allocation within the equity style boxes
  • Strategies for building portfolios with a targeted cost structure

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

ETF Trends is registered with CFA Institute as an Approved Provider of continuing education programs for CFA members (For live webcast only)

John Bryson
Head of Portfolio Consulting
John Hancock Investments
Steve Deroian
Head of ETF Strategy
John Hancock Investments
Tom Lydon
Editor and Publisher
ETF Trends