WEBCASTS
Discipline in a Crisis: How to Invest and Trade ETFs in Volatile Markets
Many forward-looking financial advisors use market volatility as an opportunity to reevaluate client portfolios and look for potential opportunities. In this upcoming webcast, John Hancock, Dimensional Fund Advisors and ETF Trends will outline strategies that ETF investors can use in times like this, from implementing tactical tax-loss harvesting, optimizing trade practices, and moving into a disciplined factor-based strategies to better engage with markets during more volatile periods.
SUMMARY
Topics will include:
- An overview of the current market environment and risks posed to a traditional portfolio
- A deep dive on factor performance and investor behavior during periods of heightened volatility
- Best practices for ETF trading and understanding underlying liquidity
- Opportunities to benefit from the drawdown with tax-loss harvesting
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
Joseph F. Hohn
Senior Portfolio ManagerDimensional Fund Advisors
William O. Creedon
Director of Capital MarketsJohn Hancock Investment Management
Tom Lydon
CEOETF Trends
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Important Disclosures
Investing involves risks, including the potential loss of principal. There is no guarantee that a fund’s investment strategy will be successful.
John Hancock Multifactor ETF shares are bought and sold at market price (not NAV), and are not individually redeemed from the fund. Brokerage commissions will reduce returns.
Clients should carefully consider a fund’s investment objectives, risks, charges, and expenses before investing. To request a prospectus or summary prospectus with this and other important information, call us at 800-225-6020, or visit us at jhinvestments.com/etf.
John Hancock ETFs are distributed by Foreside Fund Services, LLC, and are subadvised by Dimensional Fund Advisors LP. Foreside is not affiliated with John Hancock Investment Management Distributors LLC or Dimensional Fund Advisors LP.
NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.
THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.
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