Equity markets recovered in 2023 and ETF investors have been reengaged in recent months. Demand for equity ETFs has accelerated both for a core allocation and more tactical exposures. With so many equity ETFs to choose from, it is important to dive into the drivers. We plan to cover broad US and international strategies as well as more targeted smart beta, thematic and active strategies. Position your client portfolios for 2024 after hearing from industry experts.
This session will explore how investors can uncover growth opportunities and the relative stability within the large-cap stock market. Panelists will delve into industries, sectors, or emerging trends that present significant growth potential, along with the analytical tools and methods used to identify such opportunities.
Our expert panel will unravel the reasons why financial advisors should consider allocating to this often-overlooked asset class. From untapped growth opportunities to diversification benefits, we’ll explore the strategic advantages that mid and small-cap stocks bring to portfolios..
Experts will share their insights on what sectors look the most appealing and how this compares with investor sentiment heading into the fourth quarter. While many investors start with a broad ETF as a core portfolios can be enhanced with tactical sector overweights.
Embark on a strategic journey with us as we delve into the dynamic landscape of international stocks. Many investors have a home bias but many of the leading global companies are based outside of the U.S.. Should you take a broad approach to the rest of the world or a more targeted one based on certain regions and countries?
Emerging markets grow faster than developed international ones creating reward opportunites but also risks. Learn from industry experts on how to invest in this investment style and get to know some of the leading companies.
The equity market has been strong in 2023, but many advisors have kept cash on the sideline fearful of the next move. Thankfully, there are ways to stay invested using ETFs but protect the downside. In this session, we plan to discuss why this is important and how best to proceed.
Advisors consistently turn to dividend-paying companies to ensure their clients have a high quality tilt with their equity exposure. But not all dividend strategies are the same and not all dividend-paying companies will continue to return cash to shareholders. Come learn from the experts.
In 2023, with continued uncertainty in economic policiies and earnings trends, investors sought out high quality free cash flow generating companies. But what’s ahead for 2024. Can these companies strong fundamentals persist given the shifting monetary policy?
Actively managed ETFs are gathering market share in 2023 as leading managers bring their best ideas into the ETF industry. Hear from some of them and how the funds are positioned heading into the fourth quarter.
Thematic ETFs have gained prominence for aligning investments with disruptive trends, innovation, and societal shifts. In this session, our experts will delve into the intricacies of identifying and capitalizing on the most promising themes that are set to shape the coming year.
Investors consistently want exposure to fast growing innovative technology companies but are uncertain where to turn. Hear from the industry experts and learn what companies are best positioned to capture the growth.
With equity markets up strong in 2023, many advisors are wondering where they can still find attractively valued stocks. Market-cap weighted index ETFs are concentrated in a handful of stocks that have soared. We’re going to talk about alternative approaches to investing. Come learn what’s inside and what is left out of the portfolio based on fundamental and valuation reasons.
Head of Research
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'
COPYRIGHT © 2005–2024 VETTAFI LLC