Bonding Over Fixed Income: Beyond ESG Ratings and Labels
High net worth investors are increasingly demanding ESG solutions from their financial advisors. But how do you fill that need when it comes to the fixed income side of the portfolio? In this comprehensive 1-hour webinar, we’ll explore why an active approach to sustainable investing may be the key to escaping the broad-brush approach of just chasing “green bonds.” The fixed income experts at MacKay Shields, sub-advisor for several IndexIQ ETFs, and ETF Trends will explore the current marketplace, what investors should be looking for from their external fixed income managers, and ways in which asset managers can add value.
Dave Nadig, CIO of ETF Trends and ETF Database, will moderate a discussion on:
The current state of ESG in fixed income
How to avoid uncompensated risk
Incorporating an active ESG bond strategy in a broader portfolio
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.
Deputy Head of Global Credit & Senior Portfolio Manager MacKay Shields LLC
Janelle Woodward, CFA
President MacKay Shields LLC
CIO, Director of Research ETF Trends and ETF Database
There is no assurance that investment objectives can be met. All investments are subject to risk and will fluctuate in value. Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values-based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. Consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the Fund and are available by visitingnylinvestments.com/etfsor calling 888-474-7725. Read the prospectus carefully before investing.
New York Life Investment Management LLC engages the services of federally registered advisors. MacKay Shields LLC is an affiliate of New York Life Investments. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. IndexIQ® is an indirect wholly owned subsidiary of New York Life Investment Management Holdings LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs, and NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson Street, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC.
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR PUBLIC DISTRIBUTION.