VIRTUAL EVENTS
Do more for your core: An advisor’s guide to sector investing
Sector investing can be a cost-efficient and powerful portfolio construction tool to help investors optimize the core by pursuing strong-performing sectors to capture outperformance, while reducing costs and risks associated with individual stock selection. Join the experts at State Street Investment Management and learn how you can do more for your core with a sector strategy.
SUMMARY
Topics covered will include:
- An overview of sector investing
- The role sectors play in portfolio construction
- Exploring cyclical sector trends driving momentum
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Matthew Bartolini, CFA, CAIA
Global Head of Research StrategistsState Street Investment Management
Anqi Dong, CFA, CAIA
Global Head of Sector StrategyState Street Investment Management
Todd Rosenbluth
Head of ResearchVettaFi
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Important Risk Information
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
Investing involves risk including the risk of loss of principal
The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.
This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker of those of his or her own, and not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
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Expiration date: 1/31/2027