WEBCASTS
Diversify Your Income Sources: The Best Kept Secret in Portfolio Construction
As traditional fixed income assets suffer the brunt of a more hawkish Federal Reserve policy outlook, advisors should consider alternative ideas to generate yield and better diversify their risk exposure.
In this upcoming webcast, American Century Investments and VettaFi will discuss the benefits of preferred securities and convertible bonds to bolster after-tax income.
SUMMARY
Todd Rosenbluth, Head of Research of VettaFi, will moderate a discussion on:
- How preferred and convertible securities can enhance return potential
- Two unique ETF strategies for targeted exposure on preferred and convertible securities
- The shortcomings of traditional fixed income and equity investments in this market environment
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
Sandra Testani, CFA, CAIA
Vice President, ETF Product and StrategyAmerican Century Investments
Hitesh Patel, CFA, FRM
Vice President, Portfolio ManagerAmerican Century Investments
Todd Rosenbluth
Head of ResearchVettaFi
Disclaimer
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Important Disclosures
This complimentary webcast is for financial professionals only and is closed to the public.
You should consider the fund’s investment objectives, risks, charges and expenses carefully before you invest. The fund’s prospectus or summary prospectus, which can be obtained by visiting americancentury.com, contains this and other information about the fund, and should be read carefully before investing.
Exchange Traded Funds (ETFs) are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.
Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.
American Century Investments, VettaFi, ETF Trends and ETFdb.com are not affiliated investment companies.
For Financial Professional Use Only / Not for distribution to the public.
Exchange Traded Funds (ETFs): Foreside Fund Services, LLC – Distributor, not affiliated with American Century Investment Services, Inc.
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