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.

May 29, 2019
11am PST | 2pm EST
1 CE Credit
Register Now!



*Denotes required

You must have Javascript and Cookies enabled to access this webcast. Click here for Help.

Already Registered? Click here »

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  

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 Strategist
Columbia Threadneedle Investments

Matt Steiger

Director, Product Management
Columbia Threadneedle Investments

Joe Mallen

Chief Investment Officer
Helios Quantitative Research

Jay McAndrew

National Sales Manager, Strategic Beta
Columbia Threadneedle Investments

Tom Lydon

CEO
ETF Trends

Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with ETF Trends and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the ETF Trends' Privacy Policy. You can unsubscribe at any time.