Smart Beta Explained: What You Need to Know for 2019
Smart beta, or factor-based, exchange-traded funds that follow customized indexing methodologies have quickly grown in popularity across a range of investment applications, and no two factor-based investments are alike. Consequently, it’s important for prospective investors to familiarize themselves with the different approaches.
Join John Hancock Investments, Dimensional Fund Advisors, and ETF Trends for a webinar that delves into the world of factor-based investment strategies.
Topics will include:
- An overview of factor-based investment strategies
- The role of these strategies in a diversified investment portfolio
- Dimensional Fund Advisors’ investment approach
- Lessons from 2018 and what to watch in 2019
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.
Ryan WellmanProduct Manager
John Hancock Investments
Joe HohnPortfolio Manager
Dimensional Fund Advisors
Tom LydonEditor and Publisher