2021 Envestnet Advisor Summit - INV-005 - CE Quiz

The Best of Both: Cost Effective Active Management with Strategic Beta

To receive continuing education credits for the session you just watched, please complete the quiz below. If you receive a passing score of 80% or higher, Envestnet will submit your information for CE credit on your behalf.

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This session is currently approved for one (1) CFP® credit and one (1) CIMA® credit.

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* 1. First Name:

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* 2. Last Name:

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* 3. Email:

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* 4. CFP Program ID:

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* 5. CIMA Program ID:

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* 6. Strategic beta products are market capitalization-weighted.

True

False

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* 7. Strategic beta products are rules-based investments.

True

False

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* 8. Strategic beta products are typically more expensive than traditional active products.

True

False

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* 9. Which factors have led to growth in strategic beta product availability over the last several decades?

Data availability

Advances in technology such as the ETF wrapper

Academic studies

All of the above

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* 10. Performance of factors, such as value and quality, is cyclical.

True

False

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* 11. Factor products can be combined to create multi-factor portfolios that diversify risks associated with individual factors.

True

False

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* 12. What is one reason factor research and strategic beta product availability in fixed income has lagged equity?

Data availability

Larger opportunity set

Clear definitions of traditional active management and strategic beta in fixed income

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* 13. Strategic beta can be a replacement or complement to passive products.

True

False

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* 14. There is no place for traditional active management in a portfolio that allocates to strategic beta.

True

False

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* 15. Academic studies have shown that certain risk factors are rewarded across geographies and market capitalizations.

True

False