Evaluating Factor Strategies

Cut through the factor noise and drill down on index construction and methodologies to better evaluate factor strategies relative to your portfolio objectives. Understand key considerations in due diligence and sources of information. Get insight into single versus multifactor, factor load analysis and other essential aspects of factor strategy assessment.

Join us for an exclusive webcast series moderated by Dave Nadig and produced in conjunction with ETF.com

Moderator: Dave Nadig

Speakers: John Feyerer, Craig J. Lazzara

Duration: 60 minutes

Sponsored by:



Implementing factor strategies

Dive deep into setting objectives, evaluating your current portfolio and reallocating using factor-based strategies. Get a framework for integrating factors into your portfolio. Assess resources, tools and case studies to gain valuable perspective on practical application.

October 30, 2017


Integrating factor investing into your practice

Be able to anticipate and address the hot topics in factor investing. Learn best practices for communicating with clients. This webcast features the words to use and words to lose when discussing ETFs and factors with retail investors. Guidance is based on new research from Invesco Consulting. The six-month study included advisor interviews and a North American survey of 1,000 investors.

December 07, 2017


A New Standard: The Role of a Fiduciary & What It Means for Your Business

As the new DoL rule comes into effect, the way advisors manage assets is going to fundamentally change.

November 29, 2016


Investing in a Post-Election Universe

It is no secret that the outcome of the 2016 presidential election will have a wide range of implications for America and investors.

November 16, 2016


Larger Than Life: Why Emerging Markets May Be a Bigger Opportunity Than You Think

The idea of investing in emerging markets is nothing new, but does that mean the traditional approach still works? Recent underperformance has caused many to question whether opportunity remains across the broad asset class.

October 26, 2016