Managing New Challenges in 2023
After a tumultuous year that saw both equity and fixed-income allocations receive headwinds from historic inflationary pressures and hawkish central bank policies, investors could continue to see new challenges in the coming year. In this upcoming webcast, Innovator ETFs and VettaFi will outline the potential hurdles investors will face in the new year and focus on alternative investment strategies to help financial advisors' clients potentially generate positive returns in flat or down-market conditions through a built-in downside risk mitigation methodology.
Topics will include:
- An overview of the current market condition and outlook for the new year ahead.
- The utility in strategies that may generate positive returns in a flat/down market while offering downside risk mitigation.
- A focus on the Defined Wealth Shield and Buffer ETF strategies.
- How financial advisors can incorporate alternative, risk-mitigating investment strategies into a diversified investment portfolio.
Accepted for one hour of CFP/IWI/The American College 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.
Tim Urbanowicz, CFAHead of Research & Investment Strategy
Grant CoppleExternal Sales Consultant