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.
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.
Joseph F. HohnSenior Portfolio Manager
Dimensional Fund Advisors
William O. CreedonDirector of Capital Markets
John Hancock Investment Management