Core Values, Core Portfolio Building Blocks
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

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
Joe Parker
ETF Capital Markets
Former United States Army Officer
Tom Lydon
Editor and Publisher
ETF Trends