Nasdaq hosted its first Nasdaq Smart Beta Symposium, an educational event on the latest practices in alternative investing. Each of the three one-hour webcasts focused on a different element of Smart Beta strategies. The event was co-sponsored with Invesco PowerShares and First Trust Portfolios. Dorsey, Wright & Associates, a Nasdaq company, also played a starring role in the event with emphasis on Momentum strategies and Relative Strength investing.
Below you will find a summary of each session. We invite you to click the link below each to listen to the webcasts. Each session is approved for one CFP/CIMA CE Credit.
Webcast 1: Introduction to Smart Beta Investing
The first in a three-part webcast examines the history of smart beta investing and describes how the advent of smart beta indexes are a natural progression in the history of investment. It examines how technology has created a multitude of opportunities for investors. The discussion features Dave Gedeon, Vice President of Nasdaq Global Information Services and Tammy DeRosier, President of Dorsey, Wright & Associates, a Nasdaq company. It is moderated by Cameron Lilja, Nasdaq Director of Product Development.
Webcast 2: Implementing Factor & Alternative Indexing Strategies
The second webcast in the Nasdaq Smart Beta Symposium focuses on how and why investment indexes are created. The various index creation approaches are examined and explained with regard to research and performance. Several case studies are cited. Panelists include Dave McGarel, Chief Investment Officer, First Trust Portfolios; Andy C. Subramanian, Senior Vice President, National Accounts/ETFs/401(k) Sales Management, First Trust Portfolios; and John G. Feyerer, Vice Present, Director of Equity ETF Product Strategy, Invesco PowerShares Capital Management. The moderator is Cameron Lilja, Director of Product Development, Nasdaq Global Information Services.
Webcast 3: Portfolio Construction, Asset Allocation Tools and Methodologies
The third webcast in the Nasdaq Smart Beta Symposium focuses on putting together a portfolio using the various technological tools available. Amy Kemp, Senior Analyst at Dorsey, Wright & Associates, a Nasdaq company leads a discussion that looks at various metrics used to construct a smart beta portfolio. Moderated by Cameron Lilja, Director of Product Development, Nasdaq Global Information Service, the presentation looks at smart beta from an investor’s point of view and examines how to best take capitalize on the smart beta advantages.