WEBCASTS
How to Stabilize Your Core Portfolio
In the face of ongoing market turbulence, sound companies with a sustainable competitive advantage and attractive valuations can provide investors with core stability. In the next webcast, VanEck and VettaFi will explain how a focus on companies with a wide economic moat, driven by Morningstar's forward-looking equity research, could help financial advisors bolster their clients' core portfolio.
SUMMARY
Lara Crigger, Editor-in-Chief of VettaFi, will moderate a discussion on:
- An overview of Morningstar research-driven Moat investing methodology
- How a wide economic moat can stabilize a portfolio in turbulent times
- How financial advisors can incorporate a Moat investment methodology into a diversified investment portfolio
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
Brandon Rakszawski
Product ManagerVanEck
Andrew Lane
StrategistMorningstar Indexes
Lara Crigger
Editor-in-ChiefVettaFi
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