As advisors rethink how they plan to adapt to the changing conditions after a three-decade bull run in the fixed-income space, many are expanding their investment portfolios with bond exchange traded fund strategies to limit risks and generate yields.
On March 14, 2018, ETF Trends will be hosting its annual Virtual Summit, an online virtual conference environment where financial advisors can learn about current ETF issues, hear from industry experts and connect with peers without the burden of cost and traveling.
On panel titled, Alternative Income Ideas for Today’s Modern Portfolios, Fran Rodilosso, Head of Fixed Income ETF Portfolio Management for VanEck, Jordan Farris, Managing Director, Head of ETF Product Development for NuShares from Nuveen, and Chuck Martin, Portfolio Manager for AGFiQ, will review the fixed-income market and provide insights into potential alternative income-generating strategies to diversify yields for the environment ahead.
For example, the VanEck Vectors Investment Grade Floating Rate (NYSEArca: FLTR) may act an alternative to traditional cash instruments. The fund provides exposure to the that have a so-called reset period with interest rates tied to a benchmark, such as the Fed funds, LIBOR, prime rate or U.S. Treasury bill rate. Due to their short reset periods, these floating rate funds have relatively low rate risk.