TUESDAY, OCTOBER 9 AT 8:15 AM
Advancements in index-based investing are bringing Canadian investors a range of sophisticated solutions once exclusively implemented by active managers. From sustainable income generation, to single- and multi-factor combinations, to dynamic risk management tools, the expanding indexing toolkit continues to democratize access to low-cost alpha.
Keynote speaker Robert Gignac, author of Rich is a State of Mind, will open the event with his tried-and-true communication techniques for maintaining a successful client/advisor relationship.
Join us to learn how advisors are incorporating index-based strategies to meet tailored client objectives:
Approaches to minimizing home bias, getting the right mix of exposures, and accounting
for maverick risk Using single- and multi-factor strategies as portfolio diversifiers and risk mitigators Achieving stable income payouts in retirement while keeping risk in check The growth of robo-advisors and their impact on Canada’s wealth management industry