Different investors have varying investment horizons and life goals. In an attempt to provide greater customized services, these ETF managed portfolio offerings help advisors track more personalized strategies to aid clients reach their target goal through institutional-caliber portfolios that provide better transparency than most fund portfolios, along with the efficiency of ETFs that most have come to know.
For instance, financial advisors can access alternative allocation methodologies to enhance a traditional stock and bond portfolio. With 5-year bull, threat of rising rates, any further corrections on the horizon and currency risks, ETF strategists can provide a unique advantage for advisors and help avoid headwinds.
Specifically, ETF managed portfolios offer three major investment themes: tactical, strategic and hybrid mix. The tactical offerings provide short-term plays to capitalize on investment opportunities that are forming, whereas the strategic play provides long-term allocation across sectors and asset classes. Additionally, the hybrid mix includes a combination of tactical and strategic elements.
At the upcoming Virtual Summit conference, advisors will be able to listen in on fixed-income ETF strategies for a rising rate environment, along with U.S. and global ETF equity strategies. The ETF Strategists will help listeners prepare for a rising rate environment and the effects of a stronger U.S. dollar. Additionally, the Strategists will also provide some investment ideas to manage portfolio risk and capture opportunities in a changing U.S. and global market.
Financial advisors who are interested in learning more about ETF managed portfolios can register for the upcoming ETF Strategist Virtual Summit on November 18, 2014.