WEBCASTS

In Search of High Income? Know Your Options

As the saying goes “is the juice worth the squeeze?”. For income-oriented investors, the question is: are attractive yield-producing solutions worth their potential risk? Our panel of professionals will review a variety of income-oriented investment strategies, asset classes and solutions with a focus on risk-adjusted comparative analysis. They will also discuss the implications of varying strategies and solutions as part of an investment portfolio.

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

Dave Nadig, CIO of ETF Trends and ETF Database, will moderate a discussion on:

  • Strategies that seek to generate higher current income
  • How to assess risk in a complex market
  • Where next-generation income products fit in your client portfolios

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

Troy Cates

Managing Director
Harvest Volatility Management

Peter Pauley

Founder and CEO
(qp) Global Family Offices

Margaret Farquharson

Senior Director, Exchange-Traded Funds
Nationwide

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database

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Important Disclosures

Call 800-617-0004 to request a summary prospectus and/or a prospectus. You may also download the prospectus here or by visiting www.nationwidefinancial.com/#!/products/investments/etfs. These prospectuses outline investment objectives, risks, fees, charges and expenses, and other information that you should read and consider carefully before investing. Diversification does not assure a profit nor protect against loss in a declining market.

Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund’s return may not match or achieve a high degree of correlation with the return of the underlying index.

The Fund is subject to the risks of investing in equity securities, including tracking stock (a class of common stock that “tracks” the performance of a unit or division within a larger company). A tracking stock’s value may decline even if the larger company’s stock increases in value. The Fund is subject to the risks of investing in foreign securities (currency fluctuations, political risks, differences in accounting and limited availability of information, all of which are magnified in emerging markets). The Fund may invest in more-aggressive investments such as derivatives (which create investment leverage and illiquidity and are highly volatile). The Fund employs a collared options strategy (using call and put options is speculative and can lead to losses because of adverse movements in the price or value of the reference asset). The success of the Fund’s investment strategy may depend on the effectiveness of the subadviser’s quantitative tools for screening securities and on data provided by third parties. The Fund expects to invest a portion of its assets to replicate the holdings of an index. Correlation between Fund performance and index performance may be affected by Fund expenses and because the Fund may not be invested fully in the securities of the index or may hold securities not included in the index. The Fund frequently may buy and sell portfolio securities and other assets to rebalance its exposure to various market sectors. Higher portfolio turnover may result in higher levels of transaction costs paid by the Fund and greater tax liabilities for shareholders. The Fund may concentrate on specific sectors or industries, subjecting it to greater volatility than that of other ETFs. The Fund may hold large positions in a small number of securities, and an increase or decrease in the value of such securities may have a disproportionate impact on the Fund’s value and total return. Although the Fund intends to invest in a variety of securities and instruments, the Fund will be considered nondiversified. Additional Fund risk includes: Collared options strategy risk, correlation risk, derivatives risk, foreign investment risk, and industry concentration risk.

Nationwide Fund Advisors (NFA) is the registered investment advisor to Nationwide ETFs, which are distributed by Quasar Distributors LLC. NFA is not affiliate with any distributor, subadviser, or index provider contracted by NFA for the Nationwide ETFs. Nationwide is not an affiliate of third-party sources such as Morningstar, Inc or MSCI. Representatives of the Nationwide ETF Sales Desk are registered with Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, Ohio.

Nationwide, the Nationwide N and Eagle, and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company. © 2021. MFM-4262AO.01 (9/21) Q-20210816-0121