State Street Global Advisors

WEBCASTS

Evolving the 60/40 Mentality: A Risk-First Portfolio Approach

The static approach to risk allocation is showing strain. Financial advisors are finding it harder to balance a client’s risk and return needs. The traditional discussion around the right ratio of equity and fixed income is finding it hard keeping up with an uncertain and ever-changing risk landscape, especially with all markets experiencing extremes in valuation. But how do you transition the discussion? In this upcoming webinar, State Street Global Advisors, Auour Investments and ETF Trends will highlight the Auour Regime Model (“ARM™”), a unique approach to portfolio management that constantly measures the risk profile of the market and blends fundamental investment principles with quantitative analysis to determine which assets to be in -- and why! 

March 4, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Join Dave Nadig, CIO of ETF Trends and ETF Database as he moderates a discussion on:

  • An in-depth look at a quantitative approach to risk-first macro-investing
  • A proven process for portfolio construction, regardless of your client's risk budget
  • How Auour Investments picks the best ETFs for long term success

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

Robert Kuftinec

Managing Principal
Auour Investments

Joseph Hosler, CFA

Managing Principal
Auour Investments

Matthew Bartolini, CFA

Head of SPDR® Americas Research
State Street Global Advisors

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database

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