Factoring Factors Into Rebalancing

Date & Time:
November 14, 2017 (2:00pm - 3:00pm)

The time to consider year-end allocations is upon us. With market participants divided on where the market is headed, how can advisors use this upcoming year-end rebalancing as an opportunity to help clients further mitigate risk and sharpen returns?

Enter factors.

Join us and our panel of leading industry experts to explore the potential risk/return benefits that factors, such as low volatility, quality, and momentum, bring to the table vs. traditional large-cap solutions.

Topics will include:

  • Mindfully tilting portfolios to desired risk/return objectives by adding factors to existing core positions
  • Discovering how combining factors may mitigate timing concerns
  • Employing factors with increased precision using complimentary research tools and modeling available to all advisors

Submit your questions during the live Q&A session following the webinar.

Accepted for 1-hour CFA® credit
Pending CIMA® and CFP® credit approval