WEBCASTS
Know What You Own: Understanding the Risks and Rewards of Hedged Equity
With stock markets at record highs and bond yields near historic lows, hedged equity and structured outcome solutions have become increasingly popular. But as new alternatives flood the market, investors are understandably overwhelmed by their choices. In this upcoming webcast, join Swan Global Investments and ETF Trends as they discuss the risks and rewards of hedged equity products.
SUMMARY
Tom Lydon, CEO of ETF Trends , will moderate a discussion on:
- Why hedging equity allocations makes sense right now
- A survey of the different hedging approaches
- Active or passive? A deep dive on hedged equity & buffered/structured outcome strategies
- Year-end ideas for portfolio implementation and rebalancing
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
Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®
Client Portfolio ManagerSwan Global Investments
Rob Swan
COO and Portfolio ManagerSwan Global Investments
Tom Lydon
CEOETF Trends
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