Pursuing a Better Investment Experience 2

Earn 0.75 CPD Points

Technical Competence Client Care & Practice 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

Pursuing a Better Investment Experience 2

Details

In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors. They explore the evolution from traditional active investing to systematic approaches, the sources of alpha, practical portfolio implementation, and robust evaluation strategies for delivering long-term client value.

Accreditation Points Allocation:

0.50 Technical Competence

0.25 Client Care and Practice

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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Pursuing a Better Investment Experience 2

Podcast

Pursuing a Better Investment Experience 2

Quiz

Details

Learning Outcomes

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