Advisor Analyst Webinar Series

THE EVOLUTION OF PORTFOLIO CONSTRUCTION

UPCOMING WEBINAR SERIES IN PARTNERSHIP
WITH LEADING ADVISOR NETWORK
www.advisoranalyst.com

The next ten years of investing is likely to be the most challenging decade of our careers.
You know it’s true: we are living through one of the great Ages of Uncertainty. Times like these demand a new approaching to investing.
Join us to learn:

  • • Why traditional portfolios are more vulnerable today than they’ve been in a generation.

  • • How a unique mix of simple, proven techniques can drastically improve the chances of investor success.

  • • How revolutionary asset allocation methods can maximize returns, manage downside shocks, and provide positive returns even during periods like the bursting Tech and Housing Bubbles.

Note: For the purposes of CE credit tracking, IIROC and the FPSC require that you register individually for each session.

November 29, 2016

During this session, you will learn:

  • •  How there is only one truly passive portfolio and individual investors don’t own it.

  • • Why every portfolio – even a “passive” 60/40 allocation – is an aggressive ACTIVE bet;

  • • How to win business from the buy-and-hold cult by debunking the passive myth.

December 6, 2016

In this session, we will reveal:

  • • How to effectively balance portfolio risk across global asset classes to minimize large losses and create resilient results across all economic environments;

  • • How reacting to changes in asset class volatility and correlation in real time can eliminate the need to predict the future; and

  • • How multi-asset factor strategies can dramatically enhance returns, reduce volatility and limit downside risks.

December 13, 2016

In this session, discover:

  • • How the proliferation of ETF’s has empowered advisors to achieve a new and powerful source of alpha.

  • • How multi-asset ‘smart beta’ (as opposed to individual equity ‘smart beta’) strategies are uniquely positioned to thrive in this environment, and;

  • • How you can combine proven rules with methods adopted from Modern Portfolio Theory to create dynamic global portfolios that can prosper in good times and bad.

November 29, 2016

During this session, you will learn:

  • •  How there is only one truly passive portfolio and individual investors don’t own it.

  • • Why every portfolio – even a “passive” 60/40 allocation – is an aggressive ACTIVE bet;

  • • How to win business from the buy-and-hold cult by debunking the passive myth.

December 6, 2016

In this session, we will reveal:

  • • How to effectively balance portfolio risk across global asset classes to minimize large losses and create resilient results across all economic environments;

  • • How reacting to changes in asset class volatility and correlation in real time can eliminate the need to predict the future; and

  • • How multi-asset factor strategies can dramatically enhance returns, reduce volatility and limit downside risks.

December 13, 2016

In this session, discover:

  • • How the proliferation of ETF’s has empowered advisors to achieve a new and powerful source of alpha.

  • • How multi-asset ‘smart beta’ (as opposed to individual equity ‘smart beta’) strategies are uniquely positioned to thrive in this environment, and;

  • • How you can combine proven rules with methods adopted from Modern Portfolio Theory to create dynamic global portfolios that can prosper in good times and bad.

November 29, 2016

During this session, you will learn:

  • •  How there is only one truly passive portfolio and individual investors don’t own it.

  • • Why every portfolio – even a “passive” 60/40 allocation – is an aggressive ACTIVE bet;

  • • How to win business from the buy-and-hold cult by debunking the passive myth.

December 6, 2016

In this session, we will reveal:

  • • How to effectively balance portfolio risk across global asset classes to minimize large losses and create resilient results across all economic environments;

  • • How reacting to changes in asset class volatility and correlation in real time can eliminate the need to predict the future; and

  • • How multi-asset factor strategies can dramatically enhance returns, reduce volatility and limit downside risks.

December 13, 2016

In this session, discover:

  • • How the proliferation of ETF’s has empowered advisors to achieve a new and powerful source of alpha.

  • • How multi-asset ‘smart beta’ (as opposed to individual equity ‘smart beta’) strategies are uniquely positioned to thrive in this environment, and;

  • • How you can combine proven rules with methods adopted from Modern Portfolio Theory to create dynamic global portfolios that can prosper in good times and bad.