August 08, 2019 | 06:30 AM EDT Is 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 EDT Participate and Protect with Defensive Factors Online 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 PDT Managing the 3 Phases of Retirement Risk Online 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 BST A Practitioner’s Guide to Sector Rotation Online 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 PDT Pinpointing Value in the Leveraged Loan Market Online 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.
March 28, 2019 | 2:00 PM EDT / 11:00 AM PDT A Practical Look at Equal Weight and Low Volatility in Canada Online The index landscape continues to expand, bringing new tools to portfolio managers looking to sharpen core allocations while keeping risk in check.
March 12, 2019 | 02:00 PM EDT Prepare Client Portfolios for the Fourth Industrial Revolution Online Prepare Client Portfolios for the Fourth Industrial Revolution
January 29, 2019 | 11:00 AM EST How 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 ...
January 16, 2019 | 02:00 PM EST Sizing Up Your Style Strategies Online Does your style investing approach match your client's objectives?
December 6, 2018 | 02:00 PM EST / 11:00 AM PST Emerging from Home Bias with Passive Strategies Online Many advisors know their portfolios are over-weighted to their home country, but aren't sure exactly which international exposures would best diversify client risks. While emerging markets are an intriguing option by virtue of their growth potential, they are often associated with risk.
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