CFA Society Portland

CFASP Luncheon: How to make sure you’re not shopping at the 99-cent store: Considerations for Value

Join the CFA Society Portland at  CH Northeast  on May 21st for a luncheon featuring Mitchell Firestein of Avantis Investors. Financial science and our understanding of what drives asset prices have evolved considerably. The implications on the financial services industry have also been significant, including the introduction of passive index funds, single-factor, and multi-factor strategies. Has factor-building been overdone, and are there risks to becoming too factor focused? Recent studies have highlighted that the rise in indexing has been driven by asset class segment, or non-total market index funds. While index-based strategies offer transparency in exposures, any non-total market index involves active decision making in both design and ongoing execution. This presentation will explore the design implications of various types of systematic strategies and introduce an expected return framework based on valuation theory.

Western Region Webinar - The BEAT - An Eye on Capital Markets and How It Affects Clients

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