A Practical Look at Equal Weight and Low Volatility in Canada

THURSDAY, MARCH 28, 2019 AT 2:00 PM EDT / 11:00 AM PDT

The index landscape continues to expand, bringing new tools to portfolio managers looking to sharpen core allocations while keeping risk in check.

Join us to explore potential portfolio applications for equal weighting and low volatility as we dive into decades of data on these two established factor building blocks.

S&P DJI and industry experts will discuss:

  • How equal weighting may serve as an alternative to active stock-picking and mitigate stock concentration risk
  • Mindfully tilting portfolios to desired risk/return objectives by adding factors to existing core positions
  • How low volatility and small-size exposures have historically affected risk/returns

Accepted for 1-hour CFA®, CIMA® and CFP® credit approval.

Replays and Downloads
Processing ...