Building a Portfolio in the Face of Rising Rates
Defined outcomes have been available to investors for decades through insurance and bank wrappers, and the Defined Outcome ETF suite has transformed the options investing landscape. In this upcoming webinar, join Innovator ETFs and ETF Trends for a discussion of how defined outcome ETFs work and how they can help financial advisors navigate their clients through a rising rate environment.
Tom Lydon, CEO of ETF Trends, will moderate a discussion on:
- Current view on market and risk-management tools available to investors
- Where defined outcome solutions fit in a portfolio
- How to access major global benchmarks with a built-in downside buffer and upside participation to a cap
- How financial advisors can incorporate a buffered structure strategy into a diversified investment portfolio
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.
Bruce BondCo-Founder and CEO
Graham Day, CFAVice President of Product and Research