Investing as a Long Game: Portfolio Positioning for the Long Term

Elisabeth Kashner CFA
March 29, 2022 from 7:00 pm to 9:00 pm

Note:  Date was changed from March 22, 2022 to March 29, 2022 from 7-9 PM.

Chasing performance can be risky. Focus on minimizing costs and unreimbursed risks. Use historical performance data to identify risks worth taking and risks worth avoiding. Elisabeth will review unreimbursed risks, taking risk against the overall market, including over- or under-weighting a specific stock, sector, country, factor, etc. There is no consistent risk-adjusted outperformance associated with these bets. There’s no good reason to try “smart beta” or thematic investing unless you’re looking for some excitement. A portfolio of broad-based, cap-weighted index funds (ETFs or some mutual funds) gives the best long-term odds of success.

ABOUT THE PRESENTER

Elisabeth Kashner, CFA, is Director of Global Funds Research at FactSet. Elisabeth manages FactSet’s Funds Analytics, providing classifications, ratings, and analytical data. Elisabeth’s extensive leadership covers industry structure and investor behavior. Elisabeth holds a BA from Brown University and a Master’s in Financial Analysis from the University of San Francisco. Elisabeth is proud to have served as founding co-head of the Women in ETF Speakers Bureau, San Francisco chapter.

Attend this seminar to learn:

    • Minimize total annual cost of ownership
    • Active risk – betting against the market is often uncompensated
    • Manage frictions, especially trading costs and taxes
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