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Title

A 360 Degree Analysis of Smart Beta

Event Description

The old paradigm of passive versus active has become obsolete, proponents of passive management win on lower fees, while proponents of active management see indexing as settling for a tie.  The past ten years has brought about a development of new, rules based, non-market cap weighted strategies that seek to exploit investment factors that can drive returns.  These factor based strategies are being marketed under the Smart Beta moniker and have raised over $500 billion in assets according to Morningstar.   

This presentation will seek to define Smart Beta, classify the factors that drive investment returns, critique the risks of Smart Beta to investors, and discuss implementation techniques.   

Kevin Yousif, CFA - Bio

Event Type

Career; Educational

Education Topic

Portfolio Management

Start Time

3/24/2016 12:00 PM

End Time

3/24/2016 1:15 PM

Event City

Milwaukee

Event State/Province

Wisconsin

Event Country

US

Event Region

Americas

Location Info

​University Club
924 East Wells Street
Milwaukee, WI  53202

Speaker

Kevin Yousif, CFA

CE Credits

1 credit

SER Credit

N/A

Currency

USD

Member Price

$20

Non-Member Price

$30

Candidate Price

$30 / University Students - $10

Registration

​Registration has closed.

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Attachments

Content Type: MyCFA Calendar
Created at 2/21/2016 4:35 PM by bmatthias@adminproserv.com
Last modified at 3/23/2016 5:43 PM by bmatthias@adminproserv.com