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.

April 23, 2020
11am PT | 2pm ET
1 CE Credit
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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

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 Manager
Dimensional Fund Advisors

William O. Creedon

Director of Capital Markets
John Hancock Investment Management

Tom Lydon

CEO
ETF Trends

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

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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