Get CE credits with our new courses

The current CE cycle ends December 31, and CE Corner has you covered.

Click the course titles to begin studying:

IIROC: 2.5 credits

FPSC: 3.0 credits

The Institute: 2.0 credits

Summary: The authors use the Shiller CAPE global equity index rotation model proposed by Mebane Faber as a template for exploring a variety of portfolio optimization methods.

2. Adaptive Asset Allocation: A Primer

IIROC: 2.5 credits

FPSC: 3.0 credits

The Institute: 2.0 credits

Summary: The authors address flaws in the traditional application of Modern Portfolio Theory related to Strategic Asset Allocation (SAA). Estimates of parameters for portfolio optimization based on long-term observed average values are shown to be inferior to alternative estimates based on observations over much shorter time frames. An Adaptive Asset Allocation portfolio assembly framework is then proposed to coherently integrate portfolio parameters in a way that delivers substantially improved performance relative to SAA over the testing horizon. 3. Seven Deadly Sins of Distribution Portfolios

IIROC: 1.5

FPSC: 2.0

The Institute: 1.0

Insurance Council of Manitoba: 1.0

Summary: Financial planner and market theoretician Jim Otar debunks common misconceptions concerning distribution portfolios.