This year, we explored a range of index blends tailored to different investment objectives, including risk management, tax-loss harvesting, and alpha generation. We examined how blending index strategies aligned with the same goal can enhance alpha potential while maintaining diversification and managing portfolio correlation.
In this session, we will focus on three index blends built using alpha-seeking models developed by Libra Investment Services, Optimal Portfolio Strategies, Financial Trust, and Phaseinvest.
We'll hear directly from these managers about their approaches to generating alpha, the mechanics behind their models, and how these strategies combine to create index blends designed to generate alpha and outperform market benchmarks.
Speakers:
Guest participants: