WEBCASTS
How Long is Long Term for Equity Investors?
Conventional wisdom is that equities require a minimum holding period for investors to have confidence they will achieve their desired rate of return. But how should investors think about the long-term within the context of their equity allocation?
Join VettaFi and the investment team from Motley Fool Asset Management as they explore how market dynamics have changed in recent decades—holding periods, active/passive split, trading frequency, and availability of information—and how they believe investors should adapt their mental framework to improve long-term results.
SUMMARY
Topics will include:
- An empirical look at the evidence surrounding long-term investing
- How market dynamics have changed in recent decades
- A look at the drivers of index returns at the security level
Accepted for one hour of CFP/IWI/The American College Board 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
Bryan Hinmon, CFA
CIO and Senior Portfolio ManagerMotley Fool Asset Management
Michael Olsen, CFA
Portfolio ManagerMotley Fool Asset Management
Todd Rosenbluth
Head of ResearchVettaFi
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