The Great Migration: Building Core Smart Beta Portfolios with ETFs – WisdomTree Asset Management – 4.20.17

Summary:

Now On Demand.

Traditional ETFs that track capitalization-weighted indexes offer investors market returns or beta exposure to a particular index. Smart beta strategies that use non-cap-weighted or factor-based weightings offer investors the opportunity to outperform and also to reduce market risk. Smart beta strategies are gaining popularity with advisors, and are even replacing traditional ETFs as core portfolio holdings. WisdomTree has a 10 year track record of delivering factor-based solutions and helping advisors to build their own smarter portfolios. Join us for this in-depth discussion that will cover:

• The Case for Factor Investing
• Risk/Return Smart Beta Evaluations
• A Historical Performance Perspective
• Global Portfolio Construction Considerations

Speaker:

Luciano Siracusano is WisdomTree’s Chief Investment Strategist. He is the co-creator, with CEO Jonathan Steinberg, of WisdomTree’s patented Indexing methodology. Mr. Siracusano led WisdomTree’s sales organization from October 2008 until June of 2015, while also serving as the firm’s Chief Investment Strategist. Luciano stepped down as WisdomTree’s Head of Sales in 2015 to focus full time on his duties as Chief Investment Strategist. From 2001 until October 2008, Luciano was WisdomTree’s Director of Research and was responsible for the creation and development of WisdomTree’s proprietary stock indexes. Luciano is a regular guest on CNBC and FOX Business, and speaks and writes frequently on ETFs, indexing and global financial markets. A former equity analyst at Value Line, Luciano began his career as a speechwriter for former New York Governor Mario Cuomo and HUD Secretary Henry Cisneros. He graduated from Columbia University with a B.A. in Political Science in 1987.

Luciano Siracusano is a registered representative of Foreside Fund Services, LLC.