|What You May Not Know About Indexing Core|
Thursday, November 14, 2013
2 P.M. EST
11 A.M. PST
7 P.M. GMT
It’s no secret that the S&P 500® plays an integral role in building core allocations. But what if there’s more to building core beyond large-caps? During this 60-minute educational webinar, our well-versed panelists will present a more modular approach to constructing a core portfolio while maintaining tax and cost efficiencies.
Attendees will hear about:
- How indexing traditional beta works beyond large-cap
- The role of mid-cap in constructing a core portfolio and how it’s performed in comparison to large- and small-cap
- Building a dynamic core structure with ETFs
- How our panelists view the opportunities under current market conditions
John Largent, CFA, CFP®, CAP, Chief Investment Strategist, MEMBERS® Trust Company
Philip Murphy, CFA, Vice President, U.S. Equities Product Management, S&P Dow Jones Indices
Manju Lind, CFA, Vice President, iShares
Lawrence V. Whistler, CFA, President and Chief Investment Officer, Nottingham Advisors, Inc.