WEBCASTS
Factor Investing 101: An Actionable Guide for Every Investor
The utilization of factor investing has recently gained popularity with financial advisors and investors because of the proliferation of rules-based ETFs. In this upcoming webcast, Principal Global Investors and ETF Trends give you foundational concepts and innovative approaches to help you enhance factor allocation into your own investors' portfolios.
SUMMARY
Topics will include:
- An overview of factor investing amidst the rapid growth of ETFs
- How factors are being viewed within traditional Active and Beta portfolio construction
- Which factors provide the greatest potential for risk-adjusted excess returns
- How financial advisors can incorporate factors into a diversified portfolio
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
Mustafa Sagun, Ph.D., CFA
Chief Investment OfficerPrincipal Global Equities
Matthew Cohen
Senior ETF SpecialistPrincipal Global Investors
Tom Lydon
CEOETF Trends
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