De-Risk U.S. Equities with a Unique Low-Volatility Approach

One timely way to de-risk client portfolios is by allocating U.S. equity investments to lower volatility companies. However, unsophisticated application of the low volatility factor in large caps can leave investors prone to a number of pitfalls. In this upcoming webcast, Principal Global Investors and ETF Trends will introduce you to a de-risking strategy that allows you to continue participating in the broad equity market.

March 24, 2020
11am PT | 2pm ET
1 CE Credit
Already Registered? Click here »


Join Tom Lydon, CEO of ETF Trends as he moderates a discussion on:

  • The inherent quality characteristics of mega-cap stocks.
  • Why it's important to incorporate the low volatility factor into U.S. equity allocations.
  • How financial advisors can de-risk portfolios while maintaining exposure to the largest U.S. companies.

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.


Paul Kim, CFA

Managing Director - Head of ETF Strategy
Principal Global Investors

Jeffrey Schwarte, CFA

Portfolio Manager
Principal Global Equities

Robert Hughes

Head of Nasdaq Investment Solutions
Nasdaq Global Indexes

Matthew Cohen

Head of Principal ETF Specialist Team
Prinicipal Global Investors

Tom Lydon

ETF Trends

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

Important Disclosures

For financial professional or institutional consultant use only. Not for general public use.
​​​​​​​MM11180 | 03/2020 | 1111221-032021