AAII San Diego Chapter

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Generating Better Risk-Adjusted Returns Using Mutual Funds and ETFs

  • 1.  Generating Better Risk-Adjusted Returns Using Mutual Funds and ETFs

    Posted 2 days ago

    The San Diego Chapter Risk Management Special Interest Group is offering an educational series designed for investors who want a more disciplined approach to managing portfolio risk while still participating in equity market opportunities. The sessions will focus on how to use equity ETFs and low-volatility funds to pursue more consistent, risk-adjusted outcomes across changing market environments. No prior experience is necessary. The series will be conducted by Rob Bernstein, President of the San Diego Chapter.

    This four-session course will be conducted via Zoom, with each class building on the prior discussion and emphasizing practical, real-world application. Registration is required; please register here if you are interested in attending.  Recordings will be made available to class participants.

    Schedule:

    • Session 1 - Saturday, February 28 @ 9:00 AM PT

    • Session 2 - Saturday, March 7 @ 9:00 AM PT

    • Session 3 - Saturday, March 14 @ 9:00 AM PT

    • Session 4 - Saturday, March 28 @ 9:00 AM PT

    For more details, please visit the Risk Management SIG page on the San Diego Chapter website.  Any questions can be sent to president@aaiisandiego.com



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    ROBERT BERNSTEIN
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