Webinars With Industry Experts

Asset Class Correlations In Diversified Portfolios

Which asset classes are least correlated with U.S. stock prices? How has adding low-correlation assets influence a diversified portfolio? In recent years, as markets became more accessible globally, has the behavior of any asset classes changed?

This webinar will update you on the latest correlation statistics affecting multi-asset portfolios and refresh your memory of key considerations in managing private wealth as a fiduciary.

Craig Israelsen, Ph.D., for over two decades has defined best practices for fiduciaries in managing low-expense portfolios, in his monthly published research in Financial Planning.

At this class, Craig reviews the role of U.S. and foreign stocks and non-U.S. equities, as well as which asset classes exhibited the lowest correlation to a diversified portfolio. Craig also illustrates the "portfolio effect" when adding low-correlation funds and indexes together.

 
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Craig L. Israelsen, Ph.D., an expert on optimizing performance of asset classes, has delivered scholarly research to practitioners monthly in Financial Planning magazine for over a decade, earning the trust of independent financial professionals. Craig is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and an expert in low-cost investing. His investment methodology, 7Twelve Portfolio, is relied on by hundreds of professionals across the country. He has partnered with A4A since 2009 and leads classes monthly on A4A.

This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

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