Overview

Title: Strategic Beta's Due Diligence Dilemma

Date: Thursday, September 14, 2017

Time: 02:00 PM Eastern Daylight Time

Duration: 1 hour



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Summary

J.P. Morgan Asset Management and ETF Trends discuss connecting the divide between passive and active styles with a factor-based indexing methodology and review key considerations when incorporating a strategic beta fund strategy into a diversified portfolio.

Join Tom Lydon, Editor and Publisher of ETF Trends, as he moderates this discussion on:

  • Overview of passive and active strategies
  • Defining the strategic beta space
  • Considerations when conducting due diligence
  • The key benefits of alternative, factor-based indexing
  • How financial advisors can incorporate a strategic beta strategy into a client’s portfolio 

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

ETF Trends is registered with CFA Institute as an Approved Provider of continuing education programs for CFA members (For live webcast only)

Joe Staines
Research Analyst and Portfolio Manager
J.P. Morgan Asset Management
Jordan Stewart, CFA
Manager Research
J.P. Morgan Asset Management
Larry Whistler
President and Chief Investment Officer
Nottingham Advisors
Tom Lydon
Editor and Publisher
ETF Trends