WEBCASTS

Hidden Income Your Munis Are Missing: An Expert Perspective

Municipal bonds (munis) have been a linchpin for advisors building effective, tax-efficient portfolios for their clients in this lower-for-longer yield environment. However, with a Fed taper almost a near-term certainty, a monolithic index approach to the sector may be unwise, and many investors are looking toward active strategies better equipped to adapt to the bond market ahead.

In this upcoming webcast, American Century Investments and ETF Trends will dive into what investors are missing—and what risks they might be accidentally taking—in their traditional approaches and present an active muni strategy that looks across the entire market opportunity set instead of being tied to a benchmark’s methodology.

December 8, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Lara Crigger, Managing Editor of ETF Trends and ETF Database, will moderate a discussion on:

  • What's happening right now in the Muni market
  • The diversification benefits of actively managed bond portfolios
  • The deep research required to get the most from the muni market
  • The mechanics of including and trading muni ETFs in a client portfolio 

Pending acceptance 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

Joseph Gotelli

Vice President, Portfolio Manager
American Century Investments

Matt Lewis

Vice President, Head of ETF Implementation and Capital Markets
American Century Investments

Lara Crigger

Managing Editor
ETF Trends and ETF Database

Disclaimer
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Important Disclosures

Exchange Traded Funds (ETFs) are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns. 

There is no guarantee any investment strategy will be successful.

You should consider the fund’s investment objectives, risks, charges and expenses carefully before you invest. The fund’s prospectus or summary prospectus, which can be obtained by visiting americancentury.com, contains this and other information about the fund, and should be read carefully before investing. 

Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.

IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.

American Century Investments, ETF Trends and ETFdb.com are not affiliated investment companies.

For Financial Professional Use Only / Not for distribution to the public. 

Foreside Fund Services, LLC, distributor, not affiliated with American Century Investment Services, Inc.

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