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Smart Beta: Marketing Term or Investment Opportunity?

Session Speakers
Session Description

Why Attend
Find out what you need to know to implement smart beta strategies in a portfolio, and how the strategy can benefit your clients.

Session Details
Smart beta investing continues to appeal to advisors because of its ability to capitalize on several key drivers of equity returns. Two subject-matter experts will discuss the myths and misconceptions surrounding smart beta and demonstrate how advisors in the early stages of adoption can implement strategies such as fundamentally weighted and factor-based approaches. Discover:

  • What smart beta is and how it has evolved
  • The pros and cons of various smart beta strategies
  • What you need to know to begin constructing smart beta portfolios

Additional Information
CIMA-1.5 hrs, CPE-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Sponsored By


Booth: 626
Session Schedule