VIRTUAL EVENTS
Concentration Risk is Rising. Now What?
How should advisors stay invested in technology without increasing concentration risk?
It’s a crucial question as a small group of mega-cap companies drives a growing share of U.S. equity returns. While these companies have supported strong performance, they have also increased exposure to a narrow set of businesses tied to the same AI investment cycle.
At the same time, fully rotating out of technology is not a practical solution. Advisors still need exposure to innovation and long-term growth.
Join the experts at SS&C ALPS Advisors and MarketGrader to learn how an equal-weighted approach can help address concentration risk without stepping away from U.S. equities.
SUMMARY
Topics covered will include:
- Why concentration risk has become a defining feature of today’s market.
- How equal weighting can help prevent single-stock and sector dominance.
- How to position a diversified equity strategy within client portfolios.
SPEAKERS
Carlos Diez
Founder & CEOMarketGrader
Paul Baiocchi,* CFA
Head of Fund Sales & StrategySS&C ALPS Advisors
Cinthia Murphy
Director of ResearchVettaFi
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Important Disclosures
INSTITUTIONAL USE ONLY
An investor should consider the investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information, call 1-866-759-5679 or visit www.alpsfunds.com. Read the prospectus carefully before investing.
Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemable.
All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of this investment is available in the prospectus.
* Paul Baiocchi is a Registered Representative of ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc.
ALPS Advisors, Inc., registered investment adviser with the SEC, is the investment adviser to the Fund. ALPS Advisors, Inc., ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc., affiliated entities, are unaffiliated with VettaFi, Barron’s© and MarketGrader Capital LLC.
ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Fund.
Not FDIC Insured • No Bank Guarantee • May Lose Value
VettaFi and its affiliates (collectively, “VettaFi”) are not investment advisors, and VettaFi makes no representations regarding the advisability of investing in any investment fund or other vehicle. The symposium should not be construed as providing individual advice of any kind, including, but not limited to, investment, tax or legal.