Accepted for CFA®, CIMA®, and CFP® credit
A complimentary webinar for financial advisors and wealth managers
How can wealth managers strike the right balance between rules-based and human analysis-based approaches to thematic investing? While rules-based approaches may not capture the whole picture, human-led active thematic strategies may expose investors to higher fees and emotion-driven decisions.
Join us to explore how index-based thematic strategies combine the merits of both approaches while mitigating their challenges.
Topics will include: