Smart Beta: The What, The Why And The How



Click Here For The Presentation Slides


November 17


2:00-3:00 pm ET



Sponsored by





Robert D. Nestor
Managing Director and
Head of iShares Strategic Product Segments



Smart Beta ETFs use a different lens than traditional index products that can help deliver investor outcomes to help minimize risk, enhance returns and increase diversification. Learn the economic rationales behind Smart Beta premiums, how they can be harvested in ETFs and how the market has evolved, and how this space offers the best characteristics of active and index investing to help meet specific client outcomes.


Three reasons to attend:

  • Gain insight into the industry landscape for outcome-oriented active strategies

  • Learn about the benefits and approaches of incorporating Smart Beta ETFs in client portfolios

  • Learn how to evaluate Smart Beta ETFs to help meet client needs



Accepted for 1 CFP Board CE credit and 1 hour of CE credit toward CIMA/CIMC/CPWA designations.


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