WEBCASTS
Solving the Dividend Challenge: Enhanced Yield with Optimization
Even with today's high bond yields, equity income remains a core component of most investment plans. Join us for an exclusive webinar to discover the next-generation of indexed dividend multiplier strategies, which aim to balance risk alongside enhanced levels of income.
Join the experts from New Frontier Advisors and Franklin Templeton to discover how the next-generation dividend multiplier index strategies can revolutionize/augment your portfolio and complement traditional investments.
SUMMARY
Topics covered will include:
- The potential for dividend paying stocks to enhance investor income while providing long-term growth.
- Understand the pitfalls of traditional dividend investing: low yield, concentrated holdings, unreliable dividends, and low growth.
- How advanced optimization techniques can solve these challenges to create a higher dividend portfolio while managing risk.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation 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
Robert Michaud
Co-Founder and Chief Investment OfficerNew Frontier
Wesley Sun
Vice President, Institutional ETF specialistFranklin Advisors, INC
Cinthia Murphy
Investment StrategistVettaFi
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Important Disclosures
For Financial Professional and Institutional Use Only. Not for Public Use.
What are the Risks?
All investments involve risks, including possible loss of principal.
XUDV: Equity securities are subject to price fluctuation and possible loss of principal. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. Dividends may fluctuate and are not guaranteed, and a company may reduce or eliminate its dividend at any time. Performance of the fund may vary significantly from the performance of an index, as a result of transaction costs, expenses and other factors. There can be no assurance that the underlying index’s calculation methodology or sources of information will provide an accurate assessment of included issuers or that the included issuers will provide the fund with the market exposure it seeks. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks. The fund is newly organized, with a limited history of operations. These and other risks are discussed in the fund’s prospectus.
XIDV: Equity securities are subject to price fluctuation and possible loss of principal. International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. Dividends may fluctuate and are not guaranteed, and a company may reduce or eliminate its dividend at any time. Performance of the fund may vary significantly from the performance of an index, as a result of transaction costs, expenses and other factors. There can be no assurance that the underlying index’s calculation methodology or sources of information will provide an accurate assessment of included issuers or that the included issuers will provide the fund with the market exposure it seeks. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks. The fund is newly organized, with a limited history of operations. These and other risks are discussed in the fund’s prospectus.
ETFs trade like stocks, 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. ETF shares may be bought or sold throughout the day at their market price, not their Net Asset Value (NAV), on the exchange on which they are listed. Shares of ETFs are tradable on secondary markets and may trade either at a premium or a discount to their NAV on the secondary market.
New Frontier, Franklin Templeton and VettaFi are no affiliated companies.
VettaFi is the index provider for XUDV and XIDV, for which it receives an index licensing fee. However, XUDV and XIDV is not issued, sponsored, endorsed, or sold by VettaFi. VettaFi and its affiliates have no obligation or liability in connection with the issuance, administration, marketing, or trading of XUDV and XIDV.