TUESDAY, OCTOBER 1, 2019 | 11:00 AM GMT-3ESG: From the Margins to the MainstreamOnline
Can investors integrate ESG factors while retaining broad market exposure and its associated returns? Join us and CVM as we bring together practitioners who are using index-based strategies to successfully incorporate ESG values into their investment portfolios.
THURSDAY, SEPTEMBER 26, 2019 | 2:00 PM ET / 11:00 AM PT2020 Vision: Accessing Opportunities for Next Year NowOnline
Advisors repositioning for 2020 have a growing range of institutional-quality index strategies to consider as they recalibrate client portfolios for today's realities. With trade tensions and geopolitics fueling uncertainty, how are advisors at the leading edge of indexing using the latest ...
August 08, 2019 | 06:30 AM EDTIs India's Future Passive?Online
Large–cap active funds' recent underperformance vs. their benchmark and the growth in assets tied to passive products both show that passive investing is slowly gaining traction in India. Reasons for this shift in Indian investors' focus include market volatility and recent regulatory changes.
June 25, 2019 | 02:00 PM EDTParticipate and Protect with Defensive FactorsOnline
The bull continues to run despite some minor setback—but for how long? Join us as we explore ways to stay ahead of the herd long-term by adding defensive factors to the mix.
THURSDAY, MAY 30, 2019 | 2:00 PM EDT / 11:00 AM PDTManaging the 3 Phases of Retirement RiskOnline
The range of retirement risks may be broader than you think. While most investors are familiar with accumulation and decumulation, fewer account for a phase called pre-retirement, a "hazard zone" between the two with its own distinct set of risks.
THURSDAY, APRIL 25, 2019 | 2:00 PM ET / 7:00 PM BSTA Practitioner’s Guide to Sector RotationOnline
Is it better to rotate or retreat? While some advisors are looking for an exit in this aging bull market, others are putting a range of index-based sector rotation strategies to work.
Tuesday, April 9, 2019 at 11:00 AM EDT / 8:00 AM PDTPinpointing Value in the Leveraged Loan MarketOnline
As the credit cycle hints at a change in direction, investors are looking to understand how they can find opportunities and avoid potential pitfalls in the leveraged loan market.
January 29, 2019 | 11:00 AM ESTHow do Fixed Income Strategies Fare in Periods of Crisis?Online
Accepted for 1-hour CFA® credit
Despite a rise in use, there is still some investor uncertainty around how fixed income ETF strategies hold up during periods of increased volatility. Join us to explore how fixed income ETFs have performed in various market cycles and how that performance may ...