Active ETFs Have Dominated 2023. Will that Continue in 2024?
Please join us on Wednesday, November 29, for a discussion with Paul Santoro, Head of ETF sales and three Capital Group ETF Portfolio Managers.
As we close out 2023, we know tax loss harvesting is top of mind for advisors. While this time of year is the typical tax-loss harvesting season, the added factor of significant amounts of cash on the sidelines may make this an attractive time to reallocate portfolios.
In this webinar, we are bringing three experienced portfolio managers who lead CGCP — Capital Group Core Plus Income ETF, CGMU — Capital Group Municipal Income ETF and CGDV — Capital Group Dividend Value ETF to talk about how these ETFs can pursue a strong core for client portfolios.
Topics will include:
- Ideas: Tax loss harvest1 now and set up portfolios to pursue success in 2024 and beyond
- Implications: Hear how portfolios are positioned in this environment to seek better outcomes for clients from the portfolio managers themselves
- Implementation: Explore how to implement CGCP, CGMU and CGDV within your asset allocation
Chris BuchbinderPrincipal Investment Officer, CGDV
Courtney WolfePrincipal Investment Officer, CGMU
David HoagPrincipal Investment Officer, CGCP
Paul SantoroHead of ETF Sales