Emerging From Home Bias With Passive Strategies

View On Demand

This webinar is accepted for 1-hour CFA® credit, pending CIMA® and CFP® credit approval


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.

Our agenda topics will include:

  • How advisors are incorporating both pure-beta and factor emerging market strategies into client portfolios
  • The case for exposure to consumer sectors in these growth economies
  • Ways to target at the regional, country, sector, and size level
  • How dividend, low volatility, and small-size exposures have historically affected emerging market risk/returns
  • How quantitative models allow advisors to allocate to individual emerging countries

Speakers

Michael Orzano  
 
Lindsey Bell, CFA
 
Investment Strategist
 
CFRA Research
 
Michael Orzano  
 
Michael Orzano, CFA
 
Senior Director, Global Equity Indices
 
S&P Dow Jones Indices
 
Jason Rolence  
 
Jason Rolence, CFA
 
Senior Portfolio Manager
 
Premise Capital
 
Vinit Srivastava  
 
Vinit Srivastava
 
Managing Director, Head of Strategy and Volatility Indices
 
S&P Dow Jones Indices

Register Now

 

© S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
Unsubscribe  |  Privacy Policy  |  Cookie Notice  |  Terms of Use