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)