Keep Calm and Buffer On: Seeking Stable Returns in Volatile Markets
A global health crisis, an unstable economy, and the impending presidential election have all created a market environment filled with uncertainty. In this compelling 1-hour webinar, Allianz IM and Halo Investing will introduce a new approach to risk management – presenting strategies and tools that can help you effectively implement a new series of ETFs designed to help mitigate risk and reduce volatility within your clients’ portfolio.
Join Tom Lydon, CEO of ETF Trends, as he moderates the discussion on:
- New Allianz Life Insurance Company of North America (Allianz) research indicating a growing disconnect between client return expectations and risk tolerance
- An introduction to Buffered Outcome ETFs and how they may help to mitigate risk and lower volatility
- Investor Use Cases: selecting an appropriate approach for desired client outcomes
- Beyond the trade: new tools to help monitor and adjust a buffered strategy
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.
Greg GoinRisk Management Consultant
Allianz Life Insurance Company of North America
Joanna KanakisStrategic Relationship Manager
Halo Investing, LLC