WEBCASTS

Inflation and Rising Rates: An Advisor’s Playbook For 2022

Rising inflation and the Fed’s shifting monetary policy—two key themes that investors will need to watch out for in 2022. To meet the challenges that lie ahead, investors may want to consider adapting their traditional portfolio mix with institutional-class alternative strategies.
 
In this upcoming webcast, Vident Financial and Advocate Capital Management, along with ETF Trends, will highlight alternative strategies investors can use to prepare their portfolios for a rapidly evolving market environment. 

December 17, 2021
11am PT | 2pm ET
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SUMMARY

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

  • The current market outlook for inflation and rising rates
  • How real estate can bolster portfolios as a diversifier amid rising inflation
  • How to protect portfolios against rising rates without falling into the negative carry trap

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

Jose Cherian

Senior Product Manager
Vident Financial

Scott Peng, PhD

Founder & CEO/CIO
Advocate Capital Management

Lara Crigger

Managing Editor
ETF Trends and ETF Database

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Important Disclosures

Investments involve risk. Principal loss is possible. There is no guarantee the funds will be successful. The Fund has the same risks as the underlying securities traded on the exchange throughout the day at market price. Investor shares 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. Ordinary brokerage commissions may apply.

Carefully consider the investment objectives, risk factors, charges and expenses before investing. To obtain a prospectus for the Vident Funds download one at https://www.videntfunds.com/literature or call 800-617-0004. A prospectus for the Advocate Rising Rate Hedge ETF may be obtained by calling 1-866-234-5426 or by visiting www.rrhetf.com . Please read it carefully before investing.

Vident Funds distributed by ALPS Distributors, Inc. The Advocate Rising Rate Hedge ETF is distributed by SEI Investments Distribution Co (SIDCO). SIDCO, Advocate Capital Management, Vident Financial, LLC and ALPS Distributors, Inc. are unaffiliated.

Jose Cherian is a registered rep of ALPS Distributors, Inc.

Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.