VIRTUAL EVENTS
Avoid the losers: A smarter way to manage portfolio risk
Advisors know that chasing winners is rarely sustainable. Even celebrated fund managers struggle to deliver repeat performance, leaving portfolios exposed to risks that aren’t always obvious. Join New Age Alpha and VettaFi for a free educational webcast introducing a smarter way to manage portfolio risk, one that avoids forecasts, speculation, and hype.
SUMMARY
Topics will include:
- Why many managers fail to repeat their wins, and what it means for client portfolios
- A third way to invest, beyond the active vs. passive debate
- How the h-factor quantifies the probability a company will fail to deliver the growth indicated by its stock price
SPEAKERS
Julian Koski
Co-Founder and Chief Investment OfficerNew Age Alpha
Cinthia Murphy
Investment StrategistVettaFi
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Important Disclosures
This material is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product.