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The New Investment Paradigm: Enhanced Returns, Reduced Risks 1 Credit

The New Investment Paradigm: Enhanced Returns, Reduced Risks 1 Credit

  • Rating

    4.6
  • Published on

    February, 2024
  • Subject Area

    Finance

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Learning Objective

  • To analyze why traditional 60/40 portfolios predominantly harbor risk within equities due to the considerably higher risk associated with equities compared to bonds.
  • To explain the impact of incorporating distinct sources of risk and return to craft portfolios that exhibit increased efficiency while diminishing tail risks.
  • To identify the diversification advantages derived from integrating alternative investments like long-short factor strategies, reinsurance, and alternative lending, contributing to heightened portfolio efficiency.
  • To analyze how the inclusion of diverse risk sources substantially enhances the likelihood of accomplishing financial objectives, potentially raising the safe withdrawal rate during retirement.
  • To discuss augmenting portfolios with unique risk elements to significantly heighten the probability of attaining financial milestones and enabling a more secure withdrawal rate during retirement.
  • To explain the transformative effects of introducing unique risk elements into portfolios, improving the prospects of meeting financial objectives and potentially elevating the secure withdrawal rate in retirement.

Course Overview

Embark on a journey into innovative investment strategies through our online course tailored for those seeking a deeper understanding of portfolio construction. Delve into the intricacies of investment allocation and explore techniques to craft portfolios yielding risk-adjusted returns while notably reducing tail risk—unforeseen and extreme events known as "black swans." This is achieved through "hyper" diversification, employing replicable and transparent systematic strategies, excluding active management, individual security selection, and market timing.

The traditional "60/40" portfolio, centered on equities and bonds, has been a long-standing standard. However, our presentation unveils hidden risks within this conventional approach. Surprisingly, despite the 60/40 split, about 90% of the risk in this portfolio resides in equities. Recent market events have highlighted simultaneous downturns in both stocks and bonds, posing challenges for investors pursuing financial objectives.

Embrace a new approach devoid of active management, individual security selection, or market timing. Enter a world shaped by evidence-based research and academic insights, dictating portfolio design. Our content, abundant in data and detailed examples, transcends the noise of active investment, employing science and empirical evidence to build portfolios.

Major Topics Covered

  • Factor Return and Risk(%)
  • Benefit of adding a portfolio of alternatives with unique risks
  • Risk and Disadvantages of Alternative Investments
  • Monte Carlo Analysis: Market Portfolio
  • Portfolio factor Allocations 

This CPE Finance Webinar isn't about empty rhetoric; it's about data-driven strategies leading to the investment Holy Grail: higher returns without increased risk or reduced risk for the same returns. Bid farewell to the quest for superior investment strategies—your search ends here.

Don't be daunted by complex data or financial terms. We aim to simplify concepts, ensuring comprehensive understanding for all attendees. By joining this CPE course, you embark on a journey towards becoming a more informed, proactive investor.

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Finance for CPA in Canada
  • 1 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 323263)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Finance for Chartered Global Management Accountants (CGMA)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Investment Decision Making for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Finance for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Finance for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Investment Planning for Certified Financial Planner - Canada (Approval No. 15043)

    Valid upto : Feb 28, 2026

  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Finance for Certified Investment Management Analyst (CIMA) (Approval No. 24MYCPE004)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 24MYCPE004)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
  • 1 CPD Credit of Investment Management for Financial Risk Manager (FRM)
  • 1 PL Credit of Finance for CIPM
  • 1 CE Credit of Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15043)

    Valid upto : Feb 28, 2026

  • 1 CE Credit of Finance for Retirement Management Advisor (RMA) (Approval No. 24MYCPE004)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit of Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV)
  • 1 CPD Credit for CPA - Ireland
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Finance for CPA in Canada
  • 1 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 323263)
  • 1 CPE Credit of Finance for Chartered Global Management Accountants (CGMA)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Finance for Chartered Financial Consultant (ChFC)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Finance for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPD Credit of Finance for Financial Risk Manager (FRM)
  • 1 PL Credit of Finance for CIPM
  • 1 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPD Credit for Chartered Business Valuator (CBV)

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Larry is the Head of Financial and Economic Research, Buckingham Wealth Partners. Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.

Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012).

He has also co-authored eight books about investing. His latest work, “Your Complete Guide to a Successful and Secure Retirement,” was co-authored with Kevin Grogan and published in January 2019.

In his role as chief research officer and as a member of the firm’s Investment Policy Committee Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. He has had his own articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly, and the Journal of Portfolio Management.

Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives, The Evidence Based Investor, and Alpha Architect.

Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.

Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York




On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.6

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EM

Eric Mcgaugh, CPA (US)

Very interesting presentation about an alternative retirement savings strategy. The presentation explained a very statistics based method for portfolio diversification to minimize risk while giving investors an unorthodox method for ensuring a secure future. It was interesting that this method can yield such different short term returns than typical investment strategies which at times can be off putting. However, the age old principle of staying with the plan and focusing on long term yields holds true with this strategy. Thank you for this interesting and unique perspective to saving for retirement.

DK

Dora Kuchinski, CWS

myCPE overall is a great continuing education learning tool that has increased my overall knowledge.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
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    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

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    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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