State Street Global Advisors

WEBCASTS

2021 Asset Allocation Insights: Far From Obvious

The word "unprecedented" has been used so often in the financial press this past year that it no longer has any meaning. Let's call 2021 what it is -- an opportunity to rebuild your portfolio strategy from the ground up. Enough with the market suggestions, in this one-hour webinar, the strategists from GLOBALT Investments and State Street Global Advisors walk through how they've positioned their clients for the coming year.

December 14, 2020
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Join Dave Nadig, CIO of ETF Trends and ETF Database as he moderates a discussion on

  • Why your international allocation may be the most important decision you make
  • How a 60/40 allocation might not meet the needs of advisors going forward
  • Strategic vs. Tactical asset allocation for the first half of the year

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

William Roach, Jr.

President
GLOBALT Investments

Gary Fullam, CFA

Chief Investment Officer
GLOBALT Investments

Matthew Bartolini, CFA

Head of SPDR® Americas Research
State Street Global Advisors

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database

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