Financial advisers are searching for unique ways to deliver strong returns to their clients. Today's rapidly evolving global economy, with its periods of volatility, require financial advisory firms to examine more than just a buy-and-hold strategy for success.
But what is knowledge-based investing and how can small cap stocks provide fertile ground for active managers to add value in clients' portfolios?
Join InvestmentNews for an exclusive webcast with HighMark Capital Management that will provide insights and tips on how to use knowledge-based investing strategies.
* Accepted for 1 CE Credit from the CFP Board. Approved for 1 CFA Credit.
Date: Tuesday, March 21, 2017
Time: 4-5 PM ET
Our expert panel will examine:
- A unique and systematic process positioned to outperform in any macroeconomic environment or investment cycle.
- How this process can add value to any client portfolio.
- Why small cap stocks can deliver alpha when large cap strategies struggle to beat their benchmark.
Attendees may submit questions before and during the live event. This free and invaluable resource will help you, your current clients and prospects.
Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.
For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email email@example.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.