WEBCASTS

3 Tactical Strategies for Sector-Based Investing

In this upcoming webcast, State Street Global Advisors and ETF Trends will explore three tactical strategies to help financial advisors construct sector-based ideas for the current market environment. Attendees will hear about smart approaches to capture areas of opportunity and diversify portfolios.

August 6, 2019
11am PST | 2pm EST
1 CE Credit
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SUMMARY

Join State Street Global Advisors and Tom Lydon, CEO of ETF Trends, as they discuss:

  • Overview of current market conditions, flows and trends
  • Bottom-up, quantitative methods to help identify sectors with the strongest momentum or most attractive valuations
  • Top-down, macro processes to position for the latest macro developments
  • Why weighting methodologies matter when being thematic
  • How to identify future trends within M&A, clean energy and defense

Not 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

Matthew Bartolini, CFA

Head of SPDR® Americas Research
State Street Global Advisors

Robert Forsyth III

Head of SPDR® Americas Client Enablement Group
State Street Global Advisors

Colin Ireland, CFA

Head of SPDR® Americas Institutional & Home Office Strategy
State Street Global Advisors

Tom Lydon

CEO
ETF Trends

Disclosures


Disclaimer
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Important Disclosures

For Investment Professional Use Only.

Important Information

Investing involves risk including the risk of loss of principal.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value. Brokerage commissions and ETF expenses will reduce returns.

Intellectual Property Information: Standard & Poor’s, S&P and SPDR are registered trademarks of Standard & Poor’s Financial Services LLC, a division of S&P Global (“S&P”); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

© 2019 State Street Corporation. All Rights Reserved.

State Street Global Advisors Funds Distributors, LLC, member FINRA SIPC is not affiliated with ETF Trends.

Not FDIC Insured – No Bank Guarantee – May Lose Value

2641910.1.1.AM.INST
Exp. Date: 10/31/2019