WEBCASTS

Factor Investing:
An Implementation Toolkit for Today’s Market

You’ve probably heard about factor investing for a while, but recent market volatility is prompting many advisors to consider how to incorporate a factor investing viewpoint into their portfolio construction process. In this upcoming webcast, Principal Global Investors and ETF Trends will share two implementation strategies designed to help financial advisors enhance and diversify a client's investment portfolio.

May 20, 2020
11am PT | 2pm ET
1 CE Credit
Already Registered? Click here »

SUMMARY

Join Tom Lydon, CEO of ETF Trends as he moderates a discussion on:

  • A factor outlook for today’s environment
  • Case study: How a professional asset allocator evaluates factor exposures for market-like returns and risk mitigation
  • Two ways advisors are implementing equity factors in portfolio construction

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

Jeffrey Schwarte, CFA

Portfolio Manager
Principal Global Equities

Todd Jablonski, CFA

Chief Investment Officer
Principal Global Asset Allocation

Matt Raynor

Managing Director, Strategic Client Group
Principal Global Investors

Tom Lydon

CEO
ETF Trends

Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with ETF Trends and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the ETF Trends' Privacy Policy. You can unsubscribe at any time.