Tuesday, April 29, 2014
 

2 P.M. EDT
11 A.M. PDT

6 P.M. GMT

Actively managed and index-based approaches are typically used to limit risk, protecting capital on the downside while attempting to maximize upside potential.  How do they compare?

During this 60-minute webinar, senior industry professionals from Cougar Global Investments, Lunt Capital Management, Inc. and ValMark Advisers, Inc. will focus on index-based portfolio exposures to control risk and leverage index data that models scenarios under various market conditions.  

Draw on their collective knowledge for insight into:

  • Comparing and contrasting actively managed versus index-based approaches to limit risk
  • How risk-averse managers construct portfolios that optimize expected returns for a given level of target risk
  • How risk-based asset allocation relies on a disciplined process of extensive modeling and simulations with derived index data
  • Tactical index-based approaches for risk and volatility control

Submit your questions in advance or ask them during the live Q&A session following the webinar. 

Speakers include:

Deborah Frame, CFA, Vice President of Investments and Compliance, Cougar Global Investments
John Lunt, President, Lunt Capital Management, Inc.
Michael McClary, Chief Investment Officer, ValMark Advisers, Inc.
Vinit Srivastava, Senior Director, Strategy Indices, S&P Dow Jones Indices
 

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 This Webinar is intended for financial advisors and investment professionals. All information provided by Standard & Poor’s is impersonal and not tailored to the needs of any person, entity or group of persons. Standard & Poor’s and its affiliates do not sponsor, endorse, sell, promote or manage any investment fund or other vehicle that is offered by third parties and that seeks to provide an investment return based on the returns of any Standard & Poor’s index*
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