WEBCASTS
Advisor's Guidebook to Fixed Income in Today's Market
The bond market is changing. Shifting interest rates have the potential for traditional strategies to become susceptible to increased risks and lower payouts.
In this upcoming webcast, Columbia Threadneedle and ETF Trends will consider the risks of market-cap weighted bond funds and consider an alternative methodology that could help financial advisors diversify risks ahead.
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SUMMARY
Tom Lydon, CEO of ETF Trends moderates a discussion on:
- Overview of the current fixed-income environment
- Risks associated with market-cap weighted bond index funds
- Focus on an alternative diversified fixed-income allocation methodology
- How financial advisors can diversify their fixed-income portfolios for the changing market conditions ahead
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
Edward Kerschner, CFA
Chief Portfolio StrategistColumbia Threadneedle Investments
Matt Steiger
Director, Product ManagementColumbia Threadneedle Investments
Joe Mallen
Chief Investment OfficerHelios Quantitative Research
Jay McAndrew
National Sales Manager, Strategic BetaColumbia Threadneedle Investments
Tom Lydon
CEOETF Trends
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