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Welcome to the Factor Jungle: Tips For Navigating the Rapidly Changing Strategic Beta Landscape

Session Speakers
Session Description

Why attend:
Assets in strategic beta and multi-factor strategies have ballooned over the past several years, but a recent uptick in the number of fund closures has many industry pundits questioning if the marketplace is oversaturated and at an inflection point.

Session details:
This session will offer insight into the changing strategic beta and multi-factor landscape, the role of these strategies, and provide advisors with actionable tips to help navigate the evolving product landscape. Key discussion topics include: 

  • The role of strategic beta and multi-factor strategies in helping to meet client goals
  • Helpful terminology and tools to help advisors navigate the plethora of strategic beta and multi-factor choices available in the market
  • How to use strategic beta and multi-factor products within an overall portfolio construction strategy

 

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting our booth in The Exchange

Additional Information
Showcase Stage Presentation
30m
Session Schedule