St. Louis Chapter Future Meetings
Friday, November, 6, 2015
Mark Your Calendar!
Nickolas G. Atkeson, Partner, Delta Investment Management
How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach
Thursday, January 8, 2015
Thursday, March 12, 2015
Speaker: Bryan Johnson, President, Moon Run Report
The AAII St. Louis Chapter presents...
Strategic Beta Funds
The lines between active and passive investing are becoming increasingly blurred. A new crop of index fund has emerged over the past several years that attempts to improve on the risk/return characteristics of traditional index funds, while retaining benefits such as transparency, tax efficiency and low fees. These are strategic beta funds and they span a wide array of strategies. This presentation will outline the landscape of strategic beta funds and offer a framework for evaluating these funds.
Fund Analyst, Morningstar
|Attend This Meeting and Learn...|
|| How to evaluate strategy ETFs
|| What academic research has to say about the underlying sources of stock returns
|| How to use strategy ETFs to build a disciplined portfolio
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