The Power of Quality & Dividends – WisdomTree Asset Management – 5.15.19

Summary:

Now On Demand.

Dividends can be a powerful means of compounding your clients’ returns over time. Identifying characteristics that target future dividend growth, rather than relying on backward looking screens is key and requires a combined focus on two vital factors: quality and growth. Join us for a discussion that will cover:

• Portfolio advantages offered by large and mid-cap equity exposure from dividend paying companies
• Ways to complement equity income and mid-cap strategies
• Active and passive strategy due diligence

Speaker:

Jeff Weniger, CFA serves as Director, Asset Allocation at WisdomTree. Jeff has a background in fundamental, economic and behavioral analysis for strategic and tactical asset allocation. Prior to joining WisdomTree, he was Director, Senior Strategist with BMO from 2006 to 2017, serving on the Asset Allocation Committee and co-managing the firm’s ETF model portfolios. Jeff has a B.S. in Finance from the University of Florida and an MBA from Notre Dame. He is a CFA charter holder and an active member of the CFA Society of Chicago and the CFA Institute since 2006. He has appeared in various financial publications such as Barron’s and the Wall Street Journal and makes regular appearances on Canada’s Business News Network (BNN) and Wharton Business Radio.