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.

September 29, 2022
11am PT | 2pm ET
1 CE Credit
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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

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 Manager
VanEck

Andrew Lane

Strategist
Morningstar Indexes

Lara Crigger

Editor-in-Chief
VettaFi

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Important Disclosures

Please note that VanEck may offer investments products that invest in the asset class(es) or industries included in this webcast.

The views and opinions expressed are those of the speaker and are current as of the video’s posting date. Video commentaries are general in nature and should not be construed as investment advice. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the speaker (s), but not necessarily those of VanEck.

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All investing is subject to risk, including the possible loss of the money you invest.   As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money.  Diversification does not ensure a profit or protect against a loss in a declining market.   Past performance is no guarantee of future performance.

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