Core Equity – Critical Considerations – WisdomTree Asset Management – 4.4.19

Summary:

Now On Demand.

Just as asset allocation drives portfolio performance, choosing the right core equity investments can dictate significant alpha generation. Managing risk in a late cycle environment may mean reassessing exposure to overvalued countries, sectors, and of course market caps. Please join our Global Head of Research as he discusses:

• Why investors should be looking to enhance core equity exposures
• Market valuations and ways to manage that risk
• Why WisdomTree’s core approach works even better in mid and small caps

Speaker:

Jeremy Schwartz has served as our Executive Vice President, Global Head of Research since November 2018 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long Run and The Future for Investors. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is also a member of the CFA Society of Philadelphia.