Add Value by Systematizing Active Management
Without the Pitfalls of Indexing
MGMT UL 723.1
Join us for this free event and earn CE credit with the CFP Board while networking with fellow PFP alumni and students. Our featured speaker will examine how financial science can be used effectively in our industry.
Why you should attend.
- Examine how financial science can be used to effectively identify higher returns in equity and fixed income markets
- Discuss key considerations for bringing together equity and fixed income investments in broader asset allocations
- Improve on the shortcomings of traditional index and factor approaches
- Earn CE credit with the CFP Board
About this course:
Financial science has evolved tremendously over time, contributing to our understanding of what drives differences in expected returns across public capital markets. In this presentation, we examine how the knowledge brought to us from financial science can be used to effectively identify higher expected returns in equity and fixed income markets to offer investors the potential for improved outcomes while also improving on the shortcomings of traditional index and factor approaches. We also examine key considerations for bringing together equity and fixed income investments in broader asset allocations.Contact Us
Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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