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ONLINE LIBRARY: Consilium Webinar: Smart Beta/Asset Class Investing – What is it and why it makes sense

Event Type: Online-Library
When: 11 Jun - 31 Dec 2018
Time: 11:00
Venue: Online Webex
Location: (Recording date: 06 June 2018)
Provider: Consilium
Contact:
Practitioner Member Fee: $29.00
Associate Member Fee: $29.00
Affiliate Member Fee: $29.00
Non-Member Fee: $29.00
CPD Credits: 1 CPD
Description:  
Presenter: Ben Brinkerhoff, Head of Adviser Services, Consilium

A revolution is occurring!

In the US last year, a total $692 billion flowed into passive funds while almost $7 billion flowed out of actively managed funds, which was actually far less than outflows in the previous two years.

Interestingly, amongst active fund families that had net positive inflows, the second most assets, $31bn flowed into Dimensional Fund Advisers.

Dimensional represents a very unique offering. It’s considered active by Morningstar, but it’s bucks the trend by increasing in assets each year. It is the fund family that best represents “Asset Class Investing.” The idea acknowledges the active belief that some shares have higher expected returns than others, but the passive believe that diversification, consistent strategy and low costs are critically important to outcomes.

In this Seminar, Ben Brinkerhoff of Consilium will examine this investment methodology, observing its strengths and drawbacks, to help you understand the revolution and prepare for the inevitable change that will happen in New Zealand.

Attending this webinar can contribute to your Code structured CPD credits. All IFA members can qualify for 1 hour structured IFA CPD credits, after completing the test at the end of the webinar.

Group bookings - $90.00 GST inclusive – for groups of 5 or more people at one location. Please email: info@ifa.org.nz to register a group.