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.
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.
Edward LopezHead of ETF Product
Andrew LaneChairman of Economic Moat Committee
Tom LydonEditor and Publisher