Continuing Education → Professional Development → CAASA

Equity Market Neutral: the best-kept secret of alt strategies (CAASA007)

1.0 MFDA: Professional Development (8803)
1.0 FP Canada: Financial Planning (8803)

This course was produced for CAASA’s Wealth Managers’ Forum featuring Adam Posman, PCJ Investment Counsel; Mark Allen, RBC Wealth Management ;Bill DeRoche, AGF Investments LLC; and Jeff Bradacs, Picton Mahoney Investment Management. Equity market neutral has many times been equated with no/low-risk or being an absolute return (no losses, even in crisis markets) but the strategy actually alludes to reduced or zero correlation to equity markets – which can mean both negative performance and under-performance during any market move. This panel will delve into what their particular approaches are designed to do for investors as well as how to position this strategy in client portfolios going forward.

This CE activity has been approved by FP Canada as meeting the requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 MFDA: 1.0 MFDA: Professional Development (8803... CFA: 1.0 FP Canada: Financial Planning (8803)

  • Equity Market Neutral: the best-kept secret of alt strategies
  • Test
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever