WEBCASTS
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.
SUMMARY
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.
SPEAKERS
Matthew Bartolini, CFA
Head of SPDR® Americas ResearchState Street Global Advisors
Jeffrey Megar, CFA
Managing DirectorJulex Capital
Naomi DePina
Vice President of ETF SalesGTS Trading & Execution Services
Dave Nadig
CIO, Director of ResearchETF Trends and ETF Database
Disclosures
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