1:45 – 2:35 – Factor Due Diligence; Which ETF Strategy For Today’s Market Environment

Factors are attributes that help explain the risk/reward characteristics—and price movement—of a security. Researchers have found literally thousands of factors; fortunately, most asset managers focus on only a half-dozen or so when constructing factor-based products. Education is key for advisors to understand how factor-based investing can benefit clients, and this panel will discuss how to access factors via ETFs.

Moderator:
Chris Robbins, Senior Editor
Financial Advisor Magazine

Panelists:
Sam Huszczo, CFA®, CFP®, Owner
SGH Wealth Management

Jay Pelosky, CIO & Co-Founder
TPW Investment Management

Edward Rosenberg, Senior Vice President, Head of ETFs
American Century Investments