Overview
Title: Core Values, Core Portfolio Building Blocks
Date: Thursday, June 21, 2018
Time: 02:00 PM Eastern Daylight Time
Duration: 1 hour
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Summary
Join USAA and ETF Trends in this upcoming webcast as they look at value and momentum factor-based investments and consider some of the best practices when incorporating these alternative strategies into a diversified portfolio.
Tom Lydon, Editor and Publisher of ETF Trends, moderates a discussion on:
- How core beliefs and philosophy guide USAA Investments’ approach to investing
- Value and momentum factors in today’s market environment
- How financial advisors can use factor-based investments in a diversified portfolio
No longer 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.
Lance Humphrey, CFA
Portfolio Manager
USAA Asset Allocation
Portfolio Manager
USAA Asset Allocation
Joe Parker
ETF Capital Markets
Former United States Army Officer
ETF Capital Markets
Former United States Army Officer
Tom Lydon
Editor and Publisher
ETF Trends
Editor and Publisher
ETF Trends