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Thinking Differently About Portfolio Diversification: A Factor Based Approach
Finance

THINKING DIFFERENTLY ABOUT PORTFOLIO DIVERSIFICATION: A FACTOR BASED APPROACH

Cost Free
Presentation Length 1.5 hours

Recorded DateMay 31, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Course Description

Over 600 sources of excess returns have been identified in the financial literature, leading some prominent experts to describe the “smart beta” ecosystem as a “factor zoo”. In this presentation, prolific financial author Larry Swedroe, Director of Research for BAM Advisor Services, lays out a valuable roadmap through the daunting landscape of factor-based investing using tools discussed in his new book, Your Complete Guide to Factor-Based Investing.

Learning Objectives:


  • Observe powerful new tools you can utilize to navigate the confusing “factor zoo” of “smart beta” products.

  • Understand the specific checklist Advisors can use to identify the most promising and sustainable factor based products while avoiding the land mines.

  • Learn how and why factor-based strategies can improve portfolio efficiency through utilization of diversification of unique sources of risk and return.

  • Discover how exposure to the both the cross-sectional momentum and time-series momentum factors can enhance portfolio outcomes while also providing portfolio insurance.

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    Larry Swedroe

    Buckingham Strategic Wealth
    Chief Research Officer for the Buckingham Family of Financial Services
    [email protected]
    (314) 743-2214

    Buckingham new

    Since joining the firm in 1996, Larry Swedroe has spent his time, talent, and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.

    Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012).

    He has also co-authored eight books about investing. His latest work, “Your Complete Guide to a Successful and Secure Retirement,” was co-authored with Kevin Grogan and published in January 2019.

    In his role as chief research officer and as a member of the firm’s Investment Policy Committee and Board of Directors, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes, and uses the result to inform the firm’s formal investment strategy recommendations. He has had his articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly, and Journal of Indexing.

    Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN, and Bloomberg Personal Finance. Larry is a prolific writer, regularly contributing to multiple outlets, including Advisor Perspectives, The Evidence-Based Investor, and Alpha Architect.

    Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange, and investment banking activities, including risk management strategies.

    Larry holds an MBA in finance and investment from New York University and a bachelor’s degree in finance from Baruch College in New York.

    About Our Presenter

    Buckingham new
    Buckingham Strategic Wealth® is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. The essence of their approach is based on a pledge to act in their clients' best interests. This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know their clients, their families, their goals and their most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of their clients' lives.