WEBCASTS
Moat Investing Through a Factor Lens
The popularity of factor-based smart beta investment strategies has surged in 2018 as advisors look to rules-based indexing methodologies to enhance returns and minimize drawdowns. Specifically, savvy advisors are embracing “wide moat” smart beta ETF strategies to access many quality global companies. In this upcoming webcast, tune in with VanEck, Morningstar and ETF Trends as they explore the benefits of moat investing strategies that can enhance portfolios through a smarter investment style.
You must have Javascript and Cookies enabled to access this webcast. Click here for Help.
SUMMARY
Join VanEck, Morningstar and Tom Lydon, Editor and Publisher of ETF Trends, as they discuss:
- How Morningstar views quality as a factor
- How combining quality and valuations can impact a portfolio
- How financial advisors can incorporate smarter equity strategies 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
Edward Lopez
Head of ETF ProductVanEck
Andrew Lane
Chairman of Economic Moat CommitteeMorningstar
Tom Lydon
Editor and PublisherETF Trends
Disclaimer
By registering, you 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.