WEBCASTS

It’s Fundamental: The Difference Between Smart Beta and Intelligent Beta

Growth and innovation within the ETF marketplace has led to an abundance of options available for investors. Parsing through the universe and distinguishing among approaches has become much more challenging. In this webcast, American Century Investments, STOXX and ETF Trends will discuss recent innovations in alternatively-weighted indexes and outline how a focus on company fundamentals can help improve outcomes.

October 17, 2019
11am PST | 2pm EST
1 CE Credit
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SUMMARY

Tom Lydon, CEO of ETF Trends, moderates the discussion on:

  • Key factors to consider in today’s market
  • An overview of recent trends in the alternatively-weighted indexes
  • Why investors should consider an intelligent beta strategy that focuses on company fundamentals
  • Explore how indexes that employ dynamic allocations have historically improved outcomes

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

Rene Casis

ETF Portfolio Manager
American Century Investments

Sandra Testani, CFA, CAIA

Director of Product Management - Alternatives and ETFs
American Century Investments

Hamish Seegopaul

Head of Index Solutions
Axioma

Tom Lydon

CEO
ETF Trends

Disclaimer
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Important Disclosures

Exchange Traded Funds (ETF) are bought and sold through an exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.

The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice. No offer of any security is made hereby. This material is directed to professional/ institutional clients only and should not be relied upon by retail investors or the public.

American Century Investments, ETF Trends and ETFdb.com are not affiliated investment companies.

For Financial Professional Use Only / Not for distribution to the public.

© 2018 American Century Proprietary Holdings, Inc. All rights reserved.