To provide you with timely insights and information to help you grow your practice and better communicate with clients, Symmetry offers a number of timely webinars. Registration is quick and easy.
If you are unable to attend a webinar, we also post replays here so you can watch whenever is convenient.
Check this site often as we will update regularly with upcoming webinars and replays.
Join us for more details on how Symmetry’s models, including our mutual fund and ETF models, have fared over the last quarter, as well as perspective on what happened in global markets and economies.
Symmetry’s Research Team will review what happened in the markets, how this impacted various factors of return, and what this meant for our portfolio models.
First Quarter of 2021 has many investors excited about what's to come, especially as some of the factors of return, such as Small and Value, have rebounded strongly. Government spending, a strengthening economy, and the ongoing rollout of COVID-19 vaccines have created a surge of investor optimism.
Symmetry’s Research Team will provide timely insights and analysis on what happened in markets and economies around the world in the final quarter and what this means for long-term term investors.
Original air date: April 14, 2021
From defining your ideal client to creating a value proposition and mission statement to defining what makes you different, this webinar will show everything you need to create a simple and effective marketing plan. We will also show you tools that Symmetry offers that can help you along the way.
Original air date: March 25, 2021
Join Symmetry’s Research Team for a special webinar to learn more about how PrecisionCore delivers a complete and compelling portfolio solution via extensive Evidence-Based research, decades of academic insights, and top money managers.
Original air date: February 24, 2021
Join us for more details on how Symmetry’s models, including our mutual fund and ETF models, have fared over the last quarter, as well as perspective on what happened in global markets and economies. Symmetry’s Research Team will review what happened in the markets, how this impacted various factors of return, and what this meant for our portfolio models.
Original air date: January 28, 2021
Symmetry’s Research Team will provide timely insights and analysis on what happened in markets and economies around the world in2020 and what this means for long-term term investors.
Original air date: January 27, 2021
In this 45-minute presentation, we look at how financial advisors can make the most of their marketing and client experience across the digital spectrum, from websites to social media to CRM systems to lead generation. You will learn digital best practices that will help you differentiate your practice, communicate your value, find and nurture prospects, and deliver a more referable client experience.
Original air date: December 9, 2020
Global pandemic, volatile markets, economic uncertainty, elections…2020 has been a challenging year for many Americans. But for focused, forward-looking financial advisors, this may be your best opportunity in years to grow. In this interactive presentation, we will look at what successful advisors are doing right now to prospect, earn referrals, and create a better client experience. We will look at strategic and tactical best practices around a number of key growth areas, including:
Original air date: November 18, 2020
Now that the election is over, what do the results mean for 2021?
Join Symmetry Partners' Co-Founder Patrick Sweeny, Director of Investment Communications Casey Dylan, and Director of Experience and Engagement William Chettle as they discuss what the impact of the election results will have on our outlook for 2021.
Original air date: November 10, 2020
Join Symmetry’s Research Team for a webinar highlighting the critical role Small, Value and other factors can play in helping your clients achieve their long-term investment goals. We will look at the research and what it means for how you build portfolios today.
Original air date: October 21, 2020
Symmetry’s Research Team will provide timely insights and analysis on what happened in markets and economies around the world in the third quarter and what this means for long-term term investors.
Original air date: October 14, 2020
Can Wall Street gurus reliably identify superior investment opportunities? How helpful is the financial media when it highlights such “experts” and covers investing with hype and sensationalism? Join DFA Vice President Weston Wellington for a special webinar for you and your clients. The Big Tease offers a light-hearted look at the world of conventional investment advice and suggests that ignoring the experts may be the most fruitful strategy of all.
Original air date: September 29, 2020
While value stocks have performed close to long-term norms, they have been outpaced by growth in recent years, it’s natural and proper that all the old questions get asked again. Is this time different? Is how we measure value obsolete? Are too many people aware of the value strategy for it to work going forward?
Building on a recent AQR research paper, the legendary Cliff Asness, AQR’s Managing and Founding Partner, will headline a webinar on September 10, 2020 at 4pm ET focused on value investing.
He will show why “this time is different” explanations for value’s relative underperformance don’t hold up. And will argue that value is exceptionally cheap today and gets even cheaper (on its way to becoming the cheapest ever) when examining realistic, long-short implementations. Finally, he will make the case for why the medium-term odds are now, dramatically, on the side of value.
Value is one of the 8 factors of return Symmetry tilts towards in our portfolios, and AQR is a subadvisor to our mutual funds.
You will not want to miss this special webinar hosted by Symmetry’s Research team with AQR’s Cliff Asness, as we explore these findings in more detail.
Original air date: September 10, 2020
One of the big challenges we face as Financial Advisors is explaining to clients all that we do—from planning to investing—in a way that is simple, easy, and powerful.
Join Symmetry's Senior Regional Business Consultant Matthew Terry, CFP®, to learn how to explain your value and the fundamentals of Evidence-Based investing to clients. We’ll give you a simple, powerful way to showcase everything you do, from planning to investments to behavioral counseling. You’ll also receive a PowerPoint copy of the presentation that you can white label for use with your clients.
Original air date: August 25, 2020
While some take our economic system for granted, capitalism has made possible many of the things we value most — technological innovation, economic well-being, and even democracy. Join Symmetry’s William Chettle, Director of Experience & Engagement, to learn the 12,000-year history of how we got here in this entertaining 45-minute presentation including:
• How free markets developed
• The surprising and important role of coffee
• Historical challenges to capitalism from Tulipmania and other bubbles to The Communist Manifesto
• The power of entrepreneurship
• The #1 stocks of the last 1, 10 and 50 years (you will be amazed by the answers!)
• The connection between free markets and free society
…and why all this matters to you!
By understanding the evolution of capitalism, you’ll gain more perspective on how markets and economies work — and why we invest with the long-term in mind. The current volatility in 2020 makes having a long-term investment goal particularly important.
Original air date: August 12, 2020
This material is for educational purposes and intended use is for financial professionals.
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. All data is from sources believed to be reliable but cannot be guaranteed or warranted. Past performance is not indicative of future results. No one should assume that future performance of any specific investment strategy, product, or non-investment related content made reference to directly or indirectly in this material will be profitable. Please note that you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Symmetry Partners.
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