Protect and Preserve Client Assets and Portfolios in Volatile Markets
As we try to cope with an uncertain environment that continues to fuel market volatility, investors should begin considering the best ways to incorporate alternative strategies to cushion any further potential pullbacks but still participate in the recovery. In this upcoming webcast, State Street Global Advisors and ETF Trends will consider ways to help financial advisors protect and preserve client investment portfolios during volatile markets
Join Dave Nadig, CIO of ETF Trends and ETF Database, as he moderates a discussion on:
An overview of the current market environment and potential paths ahead
Best practices to mitigate the negative effects of a downturn on a client portfolio
How financial advisors can incorporate alternative investment strategies to protect and preserve a client's portfolios in volatile markets
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.
Marc Odo, CFA®, FRM, CAIA, CIPM, CFP®
Client Portfolio Manager Swan Global Investments
John Forlines III
Chief Investment Officer of W.E. Donoghue Portfolio Manager of the JAForlines Global Tactical Portfolios
Matthew Bartolini, CFA
Head of SPDR® Americas Research State Street Global Advisors
CIO, Director of Research ETF Trends and ETF Database
For Investment Professional Use Only.
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 or investment horizon. You should consult your financial advisor.
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