DIAL into New Investing Opportunities
Overview

Title: DIAL into New Investing Opportunities

Date: Thursday, June 14, 2018

Time: 02:00 PM Eastern Daylight Time

Duration: 1 hour




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Summary

Did you know factor-based strategies can be applied to fixed-income investments? Join Columbia Threadneedle and ETF Trends in this upcoming webcast as they delve into factor-based investments and look to an alternative indexing methodology to potentially help bond investors generate improved risk-adjusted returns.

Tom Lydon, Editor and Publisher of ETF Trends will moderate a discussion on:

  • The current fixed-income market environment
  • Challenges with traditional bond portfolios
  • Opportunities beyond traditional bond benchmark
  • How financial advisors can incorporate a multi-sector bond strategy in their portfolios​​​​​​​

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

Edward Kerschner, CFA
Chief Portfolio Strategist
Columbia Threadneedle Investments
Gene Tannuzzo, CFA
Senior Portfolio Manager, Strategic Income
Columbia Threadneedle Investments
Tom Lydon
Editor and Publisher
ETF Trends