Dan Kern, CFA, President and Chief Investment Officer, Advisor Partners; Tim McCarthy, former CEO, Nikko Asset Management
Learn how to integrate survivorship thinking into your selection of funds for your clients and how to better educate clients on the rationale for your selections.
Dan Kern, CFA, President of asset management firm Advisor Partners recently conducted research on mutual funds, in particular how well Morningstar ratings predict future performance and how well they predict the longevity of the fund.
Dan will be joined by Tim McCarthy, past president of Schwab and former CEO of Nikko Asset Management, who collaborated with Advisor Partners on the research and brings insights from his extensive experience in the mutual fund world.
These two accomplished asset managers will discuss some of the early indicators that a fund may be merging or shutting down, why that may not always be bad news, and how this justifies using an advisor for professional investment selection and ongoing management.