Thinking Differently About Diversification: A Factor-Based Approach

Presented by

Larry Swedroe and Andrew Berkin

About this talk

CFP Board® and IMCA® CE eligible Over 600 factors have been identified in the financial literature. How do you know which ones you should consider for investment? In this presentation, Larry and Andy will help advisors understand the daunting landscape of factor-based investing using tools discussed in their new book, Your Complete Guide to Factor-Based Investing. Advisors will learn: •The criteria for considering an allocation to a factor; •How to identify the small number of factors that meet the criteria; •The process and evidence that the Investment Policy Committee at Buckingham Asset Management uses when making factor-based decisions; and •The characteristics of two notable factors: high-quality stocks and time series momentum. Larry and Andy will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint. The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (96)
Subscribers (23845)
Advisor Perspectives is the leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors.