WEBCASTS
Fact & Fiction About Hedging Strategies
If there’s one consistent question we get from financial advisors this fall, it’s this: How do you stay invested, while still managing risk? For some advisors, the answer has been hyper diversification, but that approach may have yielded lackluster and inconsistent results in the past few years. But there are other ways: explicit hedged approaches including ETFs that use options strategies. In this one hour webinar, ETF Trends and the pros from Agility Shares walk through how to position risk managed strategies into portfolios, and a distinct approach to managing market risk in 2021.
SUMMARY
Topics will include:
- How an allocation to options hedged strategies can potentially reduce drawdown risk
- A simple reallocation strategy for equity exposure
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
Phillip Toews
Portfolio ManagerAgility Shares
Dan Kullman
Head of Education and TrainingToews Asset Management
Dave Nadig
CIO, Director of ResearchETF Trends and ETF Database
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Important Disclosures
ETF’s involve risk including possible loss of principal. An investor should consider the ETF’s investment objectives, risks, charges, and expenses carefully before investing. This and other information about the ETF is contained in the prospectus, which can be obtained by calling 877-558-6397. Please read the prospectus carefully before investing. The Agility Shares Managed Risk ETF is distributed by Northern Lights Distributors LLC, member FINRA/SIPC. Toews Corporation is not affiliated with Northern Lights, LLC. 2374-NLD-12/1/2020
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