Emerging From Home Bias With Passive Strategies

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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


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

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