January 29, 2019 | 11:00 AM ESTHow do Fixed Income Strategies Fare in Periods of Crisis?Online
Accepted for 1-hour CFA® credit
Despite a rise in use, there is still some investor uncertainty around how fixed income ETF strategies hold up during periods of increased volatility. Join us to explore how fixed income ETFs have performed in various market cycles and how that performance may ...
December 6, 2018 | 02:00 PM EST / 11:00 AM PSTEmerging from Home Bias with Passive StrategiesOnline
Many advisors know their portfolios are over-weighted to their home country, but aren't sure exactly which international exposures would best diversify client risks. While emerging markets are an intriguing option by virtue of their growth potential, they are often associated with risk.
November 27, 2018 | 02:00 PM ESTIs Now the Time to Stack Up your Sectors?Online
As financial advisors position clients' portfolios for 2019, join us to consider the role sectors can play. Featured speaker Sam Stovall, Chief Investment Strategist at CFRA, will offer his outlook in the wake of midterm election results.
October 17, 2018 | 02:00 PM EDTPlaying Defense With Factor StrategiesOnline
Join our panel of leading industry experts to explore the potential defensive benefits that factors, such as low volatility, quality, and size, bring to the table vs. traditional large-cap solutions.
September 13, 2018 | 02:00 PM EDTGoing Steady: Income Strategies Built for the Long HaulOnline
Even with interest rates gradually rising, gone are the days when retirement needs could be met solely through bonds with relatively little risk taken. So now where can financial professionals turn to ensure clients have enough to live on in retirement?
May 23, 2018 | 09:00 AM EDTWhat You Need to Know About TCFD RecommendationsOnline
The Financial Stability Board’s Task Force on Climate-related Financial Disclosures (TCFD) recommendations are gaining momentum, with potential implications emerging for all market participants.