VIRTUAL EVENTS
Active thematic equities: targeting the growth potential of megatrends
Megatrends are structural forces of change that evolve independently of the economic cycle. They have the power to transform the investment landscape by creating opportunities for companies with well-positioned business models, while posing existential risks for others. Join the experts at Pictet Asset Management for a live session exploring the investment opportunities offered by megatrends.
SUMMARY
Topics covered will include:
- What are megatrends and how they impact the economy
- How to identify and monitor megatrends
- How investors can harness the power of these long-term trends through an active thematic equity approach
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Stephen Freedman, PhD, CFA, FRM
Head of Thematic ResearchPictet Asset Management
Benjamin Becker, CFA
Head of ETF DistributionPictet Asset Management
Roxanna Islam, CFA, CAIA
Head of Sector & Industry ResearchVettaFi
Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.
Important Disclosures
For institutional investors only.
Regulatory Statement: Before investing, carefully consider the fund’s investment objectives, risks, charges, and expenses. This and other information can be found in the fund’s prospectus or, if available, the summary prospectus, which may be obtained by calling (855) 994-4778 or visiting www.pictet.com/etf. Read it carefully before investing.
Foreside Fund Services, LLC, distributor.
Investment Risks: Investing in Exchange Traded Funds (ETFs) involves risk, including possible loss of principal. ETF shares are bought and sold at market price, not net asset value (NAV), and are not individually redeemed from the fund. Market price returns may be calculated using the midpoint between the bid and ask prices.
Performance Disclosure: Past performance does not guarantee future results. The performance data quoted represents past performance and current returns may be lower or higher. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Current performance data may be obtained by visiting www.pictet.com/etf.
Tax Considerations: ETF distributions may be taxable as ordinary income or capital gains, unless you are investing through a tax-deferred arrangement, such as a 401(k) plan or an individual retirement account.
Market Volatility: ETF shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.
Non-FDIC Insured: ETF investments are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. They may lose value.
Performance: Market price returns are determined using the official closing price of the fund’s shares and do not represent the returns you would receive if you traded shares at other times.
Pictet Asset Management exchange-traded funds (ETFs) are actively managed and do not seek to replicate a specific index. ETF shares are bought and sold through an exchange at the then current market price, not net asset value (NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV when traded on an exchange. Brokerage commissions will reduce returns. There can be no guarantee that an active market for ETFs will develop or be maintained, or that the ETF’s listing will continue or remain unchanged.