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.
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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 ResearchState Street Global Advisors
Robert Forsyth III
Head of SPDR® Americas Client Enablement GroupState Street Global Advisors
Colin Ireland, CFA
Head of SPDR® Americas Institutional & Home Office StrategyState Street Global Advisors
Tom Lydon
CEOETF Trends
Disclosures
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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.
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© 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