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.

September 19, 2019
11am PST | 2pm EST
1 CE Credit
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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.


Mustafa Sagun, Ph.D., CFA

Chief Investment Officer
Principal Global Equities

Matthew Cohen

Senior ETF Specialist
Principal Global Investors

Tom Lydon

ETF Trends

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