Smart Beta and Factor ETFs

This is a past event

9 people went


Lancaster Hall Hotel

35 Craven Terrace · London

How to find us

There should be a sign in reception directing you to a meeting room. It might be labelled 7 Circles rather than Passive Investing Club.

Location image of event venue


We've now covered:

- the general features of ETFs and how to invest in them
- how to construct the best portfolio for your circumstances
- why, how and when to rebalance your portfolio
- lazy portfolios (constructed from a small number of funds)
- the UK tax system
- decumulation - taking money out of your savings to live on in retirement.

This month we'll look at Smart Beta and Factor ETFs.

NB: You must register in advance for this meetup. Since I have failed miserably to deter walk-ins, these will now be charged at double the usual rate (ie. £10 per session).

We are meeting at the hotel again - please note the early start.

An active investing session will follow on straight after the ETF meeting.

See here for more details: