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.
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.
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
CEO ETF Trends
For Investment Professional Use Only.
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.
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