WEBCASTS
Decision Made: Why to Outsource Your Asset Management
Financial advisors can turn to ETF strategies in an effort to capture the high returns that are so coveted by their clients. Yet financial advisors in the 21st century must balance asset management with a wide range of other responsibilities. In this upcoming webinar, Goldman Sachs and ETF Trends will highlight the potential benefits of outsourcing components of asset management through model portfolios.
SUMMARY
Dave Nadig, CIO of ETF Trends and ETF Database, will moderate a discussion on:
- The evolving role of the modern financial advisor
- How to simplify sophisticated investment methodologies under one umbrella
- Why to incorporate GSAM model portfolios into your business practices
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
Gracie Hynes
Vice PresidentGoldman Sachs Asset Management
Christopher Lvoff
Managing Director and Senior Portfolio ManagerGoldman Sachs Asset Management
Michael Darling
Vice President and Sales ManagerGoldman Sachs Asset Management
Dave Nadig
CIO, Director of ResearchETF Trends and ETF Database
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Important Disclosures
THIS MATERIAL DOES NOT CONSTITUTE AN OFFER OR SOLICITATION IN ANY JURISDICTION WHERE OR TO ANY PERSON TO WHOM IT WOULD BE UNAUTHORIZED OR UNLAWFUL TO DO SO.
Prospective investors should inform themselves as to any applicable legal requirements and taxation and exchange control regulations in the countries of their citizenship, residence or domicile which might be relevant.
This material is provided for informational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities. This material is not intended to be used as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client’s account should or would be handled, as appropriate investment strategies depend upon the client’s investment objectives.
There is no guarantee that objectives will be met.
Views and opinions expressed are for informational purposes only and do not constitute a recommendation by GSAM to buy, sell, or hold any security. Views and opinions are current as of the date of this presentation and may be subject to change, they should not be construed as investment advice.
A Model is subject to the risk that the selection of the Portfolio Funds and the allocation and reallocation of the Model’s assets among the various Portfolio Funds may not produce the desired result.
Exchange-Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.
ETFs may yield investment results that, before expenses, generally correspond to the price and yield of a particular index. There is no assurance that the price and yield performance of the index can be fully matched.
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