WEBCASTS

Reduce Market Downside Risk with a New Approach to Hedge Equity Portfolios

If there's anything we've learned from 2020, it's that market risk can strike quickly and dramatically.

An effective risk-managed strategy can help a diversified investment portfolio better adapt to quick turns in the market. But how can you stay invested while mitigating risks of the unknowns?

Join Swan Global Investments and ETF Trends as they outline how incorporating hedged equity into a portfolio may help your clients mitigate tail risk while seeking upside market participation.

January 14, 2021
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Tom Lydon, CEO of ETF Trends moderates a discussion on:

  • How a Dual Dilemma for investors is challenging portfolio allocation
  • Why NOW is the time to address both tail risks
  • Where hedged equity fits in a client portfolio

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

Marc Odo, CFA®, FRM, CAIA, CIPM, CFP®

Client Portfolio Manager
Swan Global Investments

Jamie Atkinson

Managing Director - Head of Global Sales
Swan Global Investments

Tom Lydon

CEO
ETF Trends

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