WEBCASTS

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.

January 11, 2023
11am PT | 2pm ET
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SUMMARY

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.

SPEAKERS

Tim Urbanowicz, CFA

Head of Research & Investment Strategy
Innovator ETFs

Grant Copple

External Sales Consultant
Innovator ETFs

Lara Crigger

Editor-in-Chief
VettaFi

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Important Disclosures

For financial professional use only.

If the Outcome Period has begun and the Fund has experienced a positive return, an investor purchasing shares may be subject to losses that exceed any losses of the Underlying ETF for the remainder of the Outcome Period and may have diminished or no ability to experience further Accelerated Return, therefore exposing the investor to greater downside risks.

The funds only seek to provide their investment objective, which is not guaranteed, over the course of an entire outcome period. Investors who purchase shares after or sell shares before the end of an outcome period will experience very different outcomes than the funds seek to provide.

The Funds are designed to provide point-to-point exposure to the price return of a reference asset via a basket of Flex Options. As a result, the ETFs are not expected to move directly in line with the reference asset during the interim period. Additionally, FLEX Options may be less liquid than standard options. In a less liquid market for the FLEX Options, the Fund may have difficulty closing out certain FLEX Options positions at desired times and prices.

Fund shareholders are subject to an upside return cap (the Cap) that represents the maximum percentage return an investor can achieve from an investment in the funds’ for the Outcome Period, before fees and expenses. If the Outcome Period has begun and the Fund has increased in value to a level near to the Cap, an investor purchasing at that price has little or no ability to achieve gains but remains vulnerable to downside risks. Additionally, the Cap may rise or fall from one Outcome Period to the next. The Cap, and the Fund’s position relative to it, should be considered before investing in the Fund. The Funds’ website, www.innovatoretfs.com, provides important Fund information as well information relating to the potential outcomes of an investment in a Fund on a daily basis.

The Funds only seek to provide shareholders that hold shares for the entire Outcome Period with their respective buffer level against reference asset losses during the Outcome Period. With XBJL, you will bear all reference asset losses exceeding 9%. Depending upon market conditions at the time of purchase, a shareholder that purchases shares after the Outcome Period has begun may also lose their entire investment. For instance, if the Outcome Period has begun and the Fund has decreased in value beyond the pre-determined buffer, an investor purchasing shares at that price may not benefit from the buffer. Similarly, if the Outcome Period has begun and the Fund has increased in value, an investor purchasing shares at that price may not benefit from the buffer until the Fund’s value has decreased to its value at the commencement of the Outcome Period.

The Funds’ investment objectives, risks, charges and expenses should be considered carefully before investing. The prospectus contains this and other important information, and it may be obtained at innovatoretfs.com. Read it carefully before investing.

Innovator ETFs are distributed by Foreside Fund Services, LLC.