WEBCASTS
Sectors & Industries: Combat Market Concentration
Advisors are using sector and industry ETFs to combat concentration risk and position for macro variables.
Join the experts at State Street Global Advisors for a free webcast that unpacks how sector and industry investing can help diversify today’s portfolios.
SUMMARY
Topics will include:
- How to implement sectors and industries in a core portfolio
- Sector positioning across the business cycle
- When to use sectors versus industries
- Timely sector and industry implementation ideas
This program has been approved for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards, The Investment and Wealth Institute and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Matthew Bartolini, CFA, CAIA
Head of SPDR® Americas ResearchState Street Global Advisors
Anqi Dong, CFA, CAIA
Senior Research StrategistState Street Global Advisors
Emily Paskalis, CFA
Home Office ETF StrategistState Street Global Advisors
Todd Rosenbluth
Head of ResearchVettaFi
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Important Disclosures
For Investment Professional Use Only.
Important Risk Information
Investing involves risk including the risk of loss of principal.
This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. 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.
State Street Global Advisors and its affiliates have not taken into consideration the circumstances of any particular investor in producing this material and are not making an investment recommendation or acting in fiduciary capacity in connection with the provision of the information contained herein.
The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.
6486622.1.1.AM.INST
Exp: 03/31/2025