State Street Global Advisors

WEBCASTS

Going ‘Back to School’: Portfolio Construction in the New Normal

As investors consider the complicated environment we live in, building a portfolio requires a robust understanding of market sentiment, volatility, styles, and positioning. Strategies centered around sector rotation that put volatility top of mind or asset allocation strategies that have smart, tactical risk management can help advisors construct a portfolio to meet the moment.

Join a panel of experts from State Street Global Advisors, VettaFi, Horizon Investments, and Main Management for an in-depth webcast. 

September 19, 2023
11am PT | 2pm ET
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SUMMARY

Topics will include:

  • Sector rotation and asset allocation strategies.
  • Volatility and volatility management.
  • Downside mitigation and participating in the up markets.

SPEAKERS

Matthew Bartolini, CFA, CAIA

Head of SPDR® Americas Research
State Street Global Advisors

Kim Arthur

CEO & CIO
Main Management, LLC

Scott Ladner

Chief Investment Officer
Horizon Investments

Todd Rosenbluth

Head of Research
VettaFi

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Important Disclosures

For Investment Professional Use Only.

Important Risk Information

Investing involves risk including the risk of loss of principal.

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.

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 are those of his or her own, and do 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.

State Street Global Advisors and its affiliates have not taken into consideration the circumstances of any particular investor in producing this material and are not making an investment recommendation or acting in fiduciary capacity in connection with the provision of the information contained herein.

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State Street Global Advisors, One Iron Street, Boston, MA 02210

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Exp. Date 8/31/2024