WEBCASTS
ETFs and Portfolio Construction: trends, managing risk and optimizing asset allocation
When building a portfolio, advisors need to optimize asset allocations and manage risk. But they also need to understand the trends happening in the market and the tools that can be leveraged to meet the moment.
Join the specialists at Fidelity for an educational webinar that explores portfolio construction, managing risk, and optimizing asset allocation.
SUMMARY
Topics covered will include:
- An overview of current portfolio construction trends.
- An exploration of how to budget for risk while addressing client needs.
- How to incorporate different ETFs into your portfolio construction strategy to meet different market conditions
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, 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
Darby Nielson, CFA
Chief Investment OfficerFidelity Investments
Mayank Goradia, CFA
SVP, Head of Integrated Portfolio Construction DeliveryFidelity Investments
Cinthia Murphy
Investment StrategistVettaFi
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