Key Points
Course Summary
By the end of this course, you can expect to learn what smart beta is, the role factors play in a portfolio’s risk/reward profile, the potential benefits and limitations of smart beta strategies, and ways you may implement smart beta strategies in an investment portfolio.
CII CPD accredited Demonstrates the quality of the learning Franklin Templeton Academy and confirms that they meet CII member CPD scheme requirements.
Course Objectives
- Define smart beta and explain how it differs from passive and active strategies
- Explain various weighting methodologies
- Describe risk factors and their role in a portfolio’s risk-return profile
- Recognise the benefits and limitations of smart beta
Available on Demand
Want to Know More?
This course is available on the Franklin Templeton Academy Website (requires free registration).