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.
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
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
Marc Odo, CFA®, FRM, CAIA, CIPM, CFP®
Client Portfolio ManagerSwan Global Investments
Jamie Atkinson
Managing Director - Head of Global SalesSwan Global Investments
Tom Lydon
CEOETF Trends
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