In the spirit of Valentine’s Day, join Research Affiliates for an insightful webinar that dives deep into the heart of finding potential hidden value in index deletions. Just as breakups in romance can lead to surprising rebounds, stocks “dumped” from benchmark indices can have an intriguing comeback story. Established index providers part ways with stocks that have suffered steep declines in valuation, making room for pricier, high-performing newcomers. However, research reveals that while these “exes” underperform in the year leading up to their removal, they historically outperform the market for at least five years post-breakup. 

What Will Be Covered:

• Reframe Rejection as Opportunity: Learn why stocks dropped from indexes can potentially outperform, and how to capitalize on their recovery through data-driven strategies.
• Discover the Underlying Research: Understand how deleted stocks from major indexes are used to create a unique investment strategy.
• Challenge Conventional Wisdom: Explore the pitfalls of traditional index investing and uncover the hidden potential of undervalued and overlooked assets.
• Build a Resilient Portfolio: Gain insights into how the deletions methodology identifies and invests in small-cap and value stocks, while acting as a completion strategy.
• Learn How to Take Action on Market Inefficiencies: Equip yourself with tools and knowledge to spot opportunities inspired by a deletions approach.

Approved for one hour of CFP® CE Credit and IWI CE Credit (CIMA®, CPWA®, CIMC®, and RMA®) for live webcast attendees.

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