Prepare Client Portfolios for the Fourth Industrial Revolution

TUESDAY, MARCH 12, 2019, 2:00 PM EDT / 11:00 AM PDT

Markets are gearing up for the Fourth Industrial Revolution, and there are already index tools to access it. How will the S&P Kensho New Economies sector indices help advisors stay ahead of the curve and drive portfolio growth?

Ric Edelman, Founder and Chairman of Edelman Financial Engines, will begin the conversation with his views on the new economy and its potential sources of growth.

Industry experts will also explore:

  • The advent of 21st century sectors and cutting-edge solutions to track them
  • How machine-learning and AI-enabled capabilities provide new, forward-looking exposures
  • How advisors can incorporate this new sector reasoning into stable core allocations

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

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