In times of duress and intense volatility, many investors cash out their positions to wait out the tough times. However, not all investors have the luxury of sitting out the rough market swings, especially retirees who are reliant on a consistent source of income.
In this upcoming webcast, Allianz Investment Management, Cetera Investment Management, and VettaFi will outline an option in which clients can stay invested while having a buffer against downside risk.
Why Buffered ETFs now? Perspectives from a fund manager and from a firm’s CIO
Why traditional stock and bond portfolios fall short, especially in uncertain market environments
An overview of an active, transparent ETFs that seek to help keep investors invested while mitigating downside risks
How investment professionals can incorporate Buffered ETFs in a diversified portfolio to help manage risks
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.
Head of ETFs
Allianz Investment Management LLC
Gene Goldman, CFA
CIO and Director of Research
Cetera Investment Management
Head of Research
Allianz Investment Management LLC (AllianzIM) is a registered investment adviser and a wholly-owned subsidiary of Allianz Life Insurance Company of North America. Allianz Investment Management U.S. LLC, also a wholly owned subsidiaries of Allianz Life Insurance Company of North America, provides investment management and hedging services to Allianz Group affiliates.
Investment involves risk including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.
Investors may lose their entire investment, regardless of when they purchase shares, and even if they hold shares for an entire Outcome Period. Full extent of Caps and Buffers only apply if held for stated Outcome Period and are not guaranteed. The Cap may increase or decrease and may vary significantly.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the Fund, please call 877.429.3837 or visitwww.allianzim.comand review the prospectus. Investors should read the prospectus carefully before investing.
Distributed by Foreside Fund Services, LLC.
The views and opinions included in this presentation reflect the views of the panelists as of the date of publication and have been obtained by sources deemed reliable. This information is provided for informational purposes only and is not a solicitation for the purchase of any product, nor should it be construed as advice designed to meet the particular needs of a specific client.