Investing in Smart Beta

Rules-based strategies designed to outperform the market

December 5, 2016 | Hyatt Regency - Dallas, TX

The March 2016 program qualified for 8 CFP credits and IMCA accepted the program for 8 hours of CE credit towards the CIMA®, CIMC® and CPWA® certifications

THE PREMIER “BUYER’S ONLY” ALL-IN-ONE, 1-DAY DUE DILIGENCE SOLUTION FOR FACTOR-BASED STRATEGIES

For financial advisors and institutional investors only

As a flurry of smart beta products hit the market and continue to garner attention, financial advisors and institutional investors are fielding more and more questions about these strategies. Sorting through the various strategies makes the due diligence process even more critical. Our speaking faculty of leading Smart Beta funds and strategists will help investment professionals better understand:

• The methods behind these various strategies
• What are the underlying assumptions
• What’s driving returns
• Will these tilts work going forward
• Are these tactical opportunities or long-term investments
• How do these strategies fit into a multi-asset class portfolio
• Will these strategies replace active managers

To help with your Smart Beta due diligence, we’ve also made available speaker presentations and video interviews from our March 2016 event. Please click on the side bar for more details.

Feel free to register on the side bar at our early bird rate of $49 or enter your name and email below and stay up-to-date on further developments.