WEBCASTS

Optimizing Your Investment Process with Model Portfolios

Model portfolio strategies can help savvy financial advisors navigate tumultuous market conditions, leaving them with more time to engage with clients and better manage their business. In the upcoming webcast, State Street Global Advisors, Cerulli Associates and ETF Trends will present their latest model portfolio findings and discuss how model portfolios have helped advisors during the Covid-19 pandemic, March’s market collapse and the ensuing recovery.

September 22, 2020
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Topics will include:

  • A look at how model portfolios have helped advisors navigate recent market events, as well as the benefits of model portfolio adoption and implementation
  • A framework for model portfolio due diligence
  • Best practices on how to incorporate model portfolios into your practice

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

Brendan Powers, CFA

Associate Director, Product Development
Cerulli Associates

Brie Williams

Head of Practice Management
State Street Global Advisors

David Marshall, CFA, CAIA, FRM

ETF Model Portfolio Strategist
State Street Global Advisors

Tom Lydon

CEO
ETF Trends

Disclaimer
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Important Disclosures

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, tax status or investment horizon. You should consult your tax and 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.

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.

© 2020 State Street Corporation. All Rights Reserved.

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 

3216935.1.1.AM.RTL
Exp. Date: 12/31/2020