WEBCASTS
Optimizing the 60/40 Portfolio Through Varying Market Conditions with Liquid Alts
Advisors often ask how to pick the best liquid alts strategy to diversify their client’s portfolio. This is a fair, if not critical question, as alternatives strategies span a wide range of investment objectives and are often suited for specific market conditions. Also, some alts strategies may be more appropriate for either the equity sleeve or fixed income sleeve of a portfolio.
SUMMARY
Tom Lydon, CEO of ETF Trends, will moderate a discussion on:
- The different types of alternatives strategies and the market conditions they are best suited for
- Implementation ideas to optimally diversify equity and fixed income allocations
- What solutions to consider in today’s environment characterized by volatile equity markets and low but rising interest rates
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
Salvatore Bruno
Chief Investment Officer and Managing DirectorIndexIQ
Kelly Ye
Director of ResearchIndexIQ
Dan Petersen, CMT, CAIA®
Director, Global Product ManagementNew York Life Investments
Tom Lydon
CEOETF Trends
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Important Disclosures
About Risk:
There is no assurance that investment objectives can be met. All investments are subject to risk and will fluctuate in value.
Consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the Fund and are available by visiting nylinvestments.com/etfs or calling 888-474-7725. Read the prospectus carefully before investing.
“New York Life Investments” is both a service mark, and the common trade name, of the investment advisors affiliated with New York Life Insurance Company. IndexIQ® is an indirect wholly owned subsidiary of New York Life Investment Management Holdings LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs, and NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson Street, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC.
SMRU 1890467
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR PUBLIC DISTRIBUTION.