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Advanced Personal Financial Planning Conference 2016

19 - A Live Debate on the Merits of Smart-Beta Investing


Jan 18, 2016 4:45pm ‐ Jan 18, 2016 6:00pm


Description

We will debate the following proposition: A capitalization-weighted total-market index fund will be superior to a smart-beta fund for the vast majority of investors.  Two panelists will argue for the proposition and two will argue against it. Attendees will gain insights to help answer the following questions:
• What are the justifications for including smart-beta funds in a client’s asset allocation?
• What are the arguments against including smart-beta funds in a client’s asset allocation?
• What questions should advisers ask when evaluating the appropriateness of a smart-beta fund?

Speaker(s):

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