WEBCASTS

Low-Cost ETFs: Strategies for Efficient Broad Market Exposure

All-time highs for major stock benchmarks, tight credit spreads and low volatility signal serenity ahead. However, in 2020 the margin for error — and opportunity — will likely be as small as it’s been in a long time.
With this backdrop, it’s important to have choices to build a solid core portfolio. In this upcoming webcast, State Street Global Advisors and ETF Trends will look at market trends, what to look out for in 2020 and how you can construct your portfolio with low-cost strategies that help financial advisors gain efficient broad market exposure.

February 13, 2020

11:30a PT | 2:30p ET

1 CE Credit

SUMMARY

Topics will include:

2020 ETF Outlook
Why costs matter when constructing an investment portfolio
Benefits of low-cost ETFs and which ones to use for a given situation
How financial advisors can incorporate low-cost ETFs in a diversified 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

Vito Sciaraffia, Ph.D.

Chief Investment Officer
Innealta Capital

Mike Dickson, Ph.D.

Head of Portfolio Management
Horizon Investments

Robert Forsyth III

Head of SPDR® Americas Client Enablement Group
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.

Your acceptance of this gift and/ or entertainment is an acknowledgement that this gift and/ or entertainment are consistent with your organization’s internal policies and applicable regulatory requirements.

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

2406864.6.1.AM.INST
Exp. Date: 01/31/2021