Recorded Event
    CE Credit


    Webinar by Envestnet (1 hr)

    The Best of Both: Cost Effective Active Management with Strategic Beta

    Born of a steady evolution of academic theory, strategic beta has matured into full-blown investability with the advent of indexation and advances in technology and big data. Although the industry continues to grapple with the exact definition of strategic beta, traditional actively managed portfolios have long provided access to many core tenets of the philosophy. 

    Today, innovative new investment strategies have placed strategic beta squarely in the middle of the active-versus-passive debate by combining active management acumen to capture compensated sources of return with the objectivity of rules-based, repeatable implementation processes that can reign in fees.  

    Taken together, strategic beta and factor-based investing result in active management packaged at a passive price point.  In this session, you’ll learn more about the benefits of the products in this evolving universe and how to incorporate these cost effective solutions into client portfolios.  

    If you are interested in earning continuing education credits for CFP® or CIMA®, please click on the survey link below. Envestnet will be sending session reports to both CFP and CIMA on a monthly basis. Please reach out to eventsteam@envestnet.com if you have any questions.

    This session is currently available for 1.0 CFP® credit.
    This session is currently available for 1.0 CIMA® credit. 

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    Sarah Abernathy
    VP, Senior Investment Analyst @ Envestnet

    D.J. Tierney
    Senior Investment Portfolio Strategist @ Charles Schwab & Co., Inc.

    Nick Zylkowski
    Director, Proprietary Strategies, Equity @ Russell Investments

    Nick Kalivas
    Head Factor & Core Equity Product Strategy, ETFs & Indexed Strategies @ Invesco US