State Street Global Advisors


Long Term but Tactical Aware: A Better Approach to Your 60/40 Allocation

With interest rates low, many investors are shifting their allocations every more towards equities at all-time highs. But are you really considering the long term impacts of this approach?

In this one hour, CE credit eligible webinar, the experts from State Street Global Advisors, Julex Capital, GTS Trading & Execution Services, and ETF Trends discuss how being tactical with asset allocation can help investors better adapt to shifting markets and sudden risks.

October 19, 2021
11am PT | 2pm ET
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Dave Nadig, CIO of ETF Trends and ETF Database, will moderate a discussion on:

  • Is tactical asset allocation important, especially now?
  • How a tactical approach can help capture both short and long term trends
  • Where tactical strategies can serve as satellites to complement core positions
  • When to reassess your asset allocations

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.


Matthew Bartolini, CFA

Head of SPDR® Americas Research
State Street Global Advisors

Jeffrey Megar, CFA

Managing Director
Julex Capital

Naomi DePina

Vice President of ETF Sales
GTS Trading & Execution Services

Dave Nadig

CIO, Director of Research
ETF Trends and ETF Database


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