By Dan Hallett on June 25, 2012
Last week, I spoke about constructing portfolios using exchange-traded funds (ETFs) to a group made up mostly of financial advisors. Investment Executive hosted the June 19 webinar and they archived the entire presentation and question period on their website.
I was a bit time-constrained so my presentation quickly gets to a few sample portfolios, which is the focus of my talk. Ideally, I’d have spent more time talking about process – not just the portfolio construction process but also the broader practices of client discovery, monitoring and follow-up.
Finally, as I was writing this short blog post, I was reminded of another from almost two years ago – How to tilt the investing odds in your favour. As you listen to the webinar, you’ll see these investing tips in action in the sample portfolios and my supporting explanations.
Read also: The outsourced Chief Investment Officer as Fiduciary Manager (May 2010)
- Ontario Government’s Opposition to Client-Friendly Proposals Leaves Many Questions - October 2, 2018
- Due Diligence Can Distinguish Good from Bad Money Managers - April 25, 2018
- Recap of the OSC Roundtable Discussion on Discontinuing Embedded Commissions - October 4, 2017
- The Investment Industry Owes Its Clients Better Treatment - July 28, 2017
- Firing Your Underperforming Money Manager - July 5, 2017
- Think Twice before Replacing Your “Risky” Bonds with “Safe” Stocks - April 11, 2017
- Concerns with “Fund Facts” and “ETF Facts” Risk Ratings - January 6, 2017
- Regulations Will Create Scalability Challenges for Canadian Robo-advisors - November 18, 2016
- Making Sense of Your New CRM2 Performance Report - September 14, 2016
- Self-Inflicted Problems: Mutual Fund Industry Has Fought Investor-Friendly Reforms - July 21, 2016