WEBCASTS

Insights for a Modern Fixed-Income Portfolio

While central banks are changing the way they enact monetary policies, fixed income investments are still in demand more than ever. However, investors are now taking a more selective approach to the bond markets. In this upcoming webcast, State Street Global Advisors and ETF Trends will take a global view of the fixed income landscape and consider ways financial advisors can adapt to the changing market conditions to create a diversified bond portfolio.

April 23, 2019

11am PST | 2pm EST

1 CE Credit

SUMMARY

Join Tom Lydon, CEO of ETF Trends, as he moderates a discussion on

Overview of the global fixed income market environment
Compare the fixed-income landscape of various foreign markets and how central bank monetary policy will affect bond investments ahead
Highlight the need for due diligence and portfolio construction vigor
How financial advisors can incorporate targeted fixed-income strategies 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

Gary Stringer, CFA

President and Chief Investment Officer
Stringer Asset Management, LLC

Josh Rohauer

Portfolio Manager
Horizon Investments

Bill Ahmuty

Head of SPDR ETF Fixed Income
State Street Global Advisors

Tom Lydon

CEO
ETF Trends

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Important Disclosures

For Investment Professional Use Only.

Important Information

Investing involves risk including the risk of loss of principal.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies or investment horizon. You should consult your financial advisor.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value. Brokerage commissions and ETF expenses will reduce returns.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond and bond mutual fund values and yields will decline as interest rates rise and bonds are subject to availability and change in price. Bond yields are subject to change. Certain call or special redemption features may exist which could impact yield.

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Intellectual Property Information: Standard & Poor’s, S&P and SPDR are registered trademarks of Standard & Poor’s Financial Services LLC, a division of S&P Global (“S&P”); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

State Street Global Advisors Funds Distributors, LLC, member FINRA SIPC is not affiliated with ETF Trends.

Not FDIC Insured – No Bank Guarantee – May Lose Value

2406864.3.1.AM.INST

Exp. Date: 06/30/2019