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.
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
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
Brendan Powers, CFA
Associate Director, Product DevelopmentCerulli Associates
Brie Williams
Head of Practice ManagementState Street Global Advisors
David Marshall, CFA, CAIA, FRM
ETF Model Portfolio StrategistState Street Global Advisors
Tom Lydon
CEOETF Trends
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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.
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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