Commodities: The Complementary Role of Real Asset Beta in Your Portfolio

  1. Poor
  2. Satisfactory
  3. Good
  4. Very Good
  5. Excellent

Be the first. (0 ratings)

Specialty Conferences
2008 Asset Allocation for Private Clients Conference
Source: CFA Institute

40:00, video webcast, recorded on 19 November 2008
Posted on 23 December 2008

David W. Burkart, CFA, is a senior portfolio manager/strategist at Barclays Global Investors, where he leads marketing, portfolio management, and investment research for institutional and iShares commodities-related products. Previously, he worked in international treasury and corporate finance at Gap Inc. and in foreign exchange and syndicated lending at Bank of America. Mr. Burkart holds a BA in economics from the University of California at Santa Barbara, an MA in foreign affairs from the University of Virginia, and an MBA in finance from the Wharton School of the University of Pennsylvania. He also holds the National Association of Securities Dealers Series 3, 7, and 63 licenses.

This information is accurate as of the date of recording.



David W. Burkart, CFA, discusses the argument in favor of commodities in the asset allocation decision, looks at different commodity sectors and their current fundamentals, and explores how to implement a strategy that includes an allocation to commodities. Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.
Credits · About the CE Program
0.5 CE (including 0 SER) Manage CE Credits

Loading ...