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Overview

The current pandemic is forcing investors and practitioners to revisit their models and question the basics. In which markets should one invest? And which require the expertise of an active approach? Practitioners often overlook the significant influence asset allocation has in shaping investment outcomes and neglect the increasing availability of tools to help with diversification and liquidity. This webinar will examine the evolving choices and the evidence from recent markets, providing insight on asset allocation using index strategies.

Learning Outcomes:

  1. Understand the power of asset allocation, risk management, and outcome targeting
  2. Examine the pros and cons of using a passive approach in various global and local markets
  3. Empower practitioners to focus on the most important aspects of portfolio construction

Note: Members should log in to review the following two refresher readings. The first reading covers asset allocation and the second addresses exchange-traded funds.

  1. Principles of Asset Allocation
  2. Exchange Traded Funds: Mechanics and Applications

This is the archived version of a live webinar that took place on 16 July 2020

About the Speaker(s)

Tim Edwards
Tim Edwards PhD

Tim Edwards is managing director of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI). The group provides research and commentary on S&P DJI’s entire product set, including US and global equities, commodities, fixed income, and economic indices. Before joining S&P DJI in 2013, Edwards worked for Barclays Capital, initially within fund-linked derivatives and subsequently in exchange-traded products and index-linked derivatives. Previously, he worked at the Royal Institution of Great Britain. Edwards holds a doctorate in pure mathematics from University College London.

Shreenivas Kunte
Shreenivas Kunte CFA, CIPM

Shreenivas Kunte, CFA, CIPM, is a director of professional learning and advocacy at CFA Institute. In this role, Mr. Kunte contributes to thought leadership in the investment profession. He writes on investing topics in leading publications and represents CFA Institute at conferences and forums. Mr. Kunte serves as an external research scholar at the Indian Institute of Technology Bombay. Previously, he worked as the country trading strategist for Citi in Tokyo, Japan. He holds a degree in computer engineering from the University of Mumbai.