Topic: Where Indexes and Factors Fall Short
Speaker: Jeromey Thornton, CFA. Vice President & Senior Investment Director, Avantis
Moderated by: Daniel Sharplin, CFP®, Vice President, Relationship Director & Investment Specialist, Avantis
Description: Financial science and our understanding of what drives asset prices have evolved considerably. The implications on the financial services industry have been significant, including the introduction of passive index funds, single-factor and multi-factor strategies. During this session we will examine some of the similarities and differences in how indices define asset classes, manage reconstitution and examine the risks of becoming too factor focused.
Learning Objectives: During this session we will examine some of the similarities and differences in how indices define asset classes, manage reconstitution and examine the risks of becoming too factor focused.
Questions: Contact Sarah Frankenfeld at admin@austinfpa.org.