WEBCASTS

Take Your Portfolio To The Next Level In 2022 With These Hidden Gems

In recent months, ETF launches have accelerated, leaving advisors with the increasingly daunting task of sifting through the available offerings. Among the flood of new products are “hidden gems” that offer unique, differentiated approaches to risk management, income, ESG, and portfolio diversification.

In this upcoming webcast, join VShares, Dynamic Shares, and Emles Advisors, along with ETF Trends, as they highlight some of the lesser known but highly compelling strategies that may have gone under the radar, with the goal of helping financial advisors grasp new tools to help cope with challenges that their clients face today.

February 24, 2022
11am PT | 2pm ET
1 CE Credit
Already Registered? Click here »

SUMMARY

Lara Crigger, Managing Editor of ETF Trends and ETF Database, will moderate a discussion on:

  • Highlight the unique challenges facing advisors in the current economic cycle
  • Explore various dynamic, active strategies well-suited to adapt to changing market conditions
  • Discuss how financial advisors can use these “hidden gem” strategies to enhance a diversified investment 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

Mamadou-Abou Sarr, CIFD

Co-Founder, President, Chief Executive Officer
VShares

Nathan G. Miller, CFA

Senior Vice President, Portfolio Manager
Emles Advisors

Mark Downing

COO, Chief Product Officer of Dynamic Shares
Dynamic Shares

Lara Crigger

Managing Editor
ETF Trends and ETF Database

Disclaimer
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Important Disclosures

Carefully consider a Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by calling + 1 844 VSHRETF (1 844 874 7383) or by visiting the Fund’s website v-shares.com to view or download a prospectus. Read the prospectus carefully before investing.

As with all ETFs, Shares may be bought and sold in the secondary market at market prices. Although it is expected that the market price of Shares will approximate the Fund’s NAV, there may be times when the market price of Shares is more than the NAV intra-day (premium) or less than the NAV intra-day (discount) due to supply and demand of Shares or during periods of market volatility.

Passive Investment Risk. The Fund is not actively managed and therefore the Fund generally will not sell a security due to current or projected underperformance of a security, industry or sector, unless that security is removed from the Underlying Index or the selling of the security is otherwise required upon a rebalancing of the Underlying Index.

Methodology Risks. The Index Provider relies on various sources of information to assess the criteria of issuers included in the Underlying Index, including information that may be based on assumptions and estimates. Neither the Fund nor the Index Provider can offer assurances that 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.

V-Shares US Diversity ETF is distributed by Quasar Distributors, LLC.

V-Square Quantitative Management LLC acts as the investment advisor to the Fund. Quasar and V-Square are unaffiliated entities.

© V-Square Quantitative Management.

Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.

Investors should consider the investment objective, risks, charges and expenses of a fund carefully before investing. This and other information are contained in the fund’s prospectus, which may be obtained by visiting www.emles.com or by calling + 1 (833) 673-2667. Please read the prospectus carefully before you invest. 

Risks

There is no guarantee that the use of long and short positions will succeed in limiting a portfolio’s exposure to domestic stock market movements, capitalization, sector-swings or other risk factors. Investments in a portfolio involved in long and short selling may have higher portfolio turnover rates. This will likely result in additional tax consequences. Short selling involves certain risks, including additional costs associated with covering short positions and a possibility of unlimited loss on certain short sale positions. Short sales by a Fund theoretically involve unlimited loss potential since the market price of securities sold short may continuously increase.

Investing involves risk, including possible loss of principal. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Fixed income securities are subject to interest rate, inflation, credit and default risk. Investments in derivatives involve a number of risks, including counterparty risk, illiquidity, and losses greater than if they had not been used. Investments in foreign securities may involve risks such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation.

Events or conditions in one region or financial market may adversely impact issuers in a different country, region or financial market. Global events such as the current novel coronavirus (COVID-19), terrorist attacks, natural disasters, social and political discord or debt crises and downgrades, among others, may result in market volatility and have long term effects on both the U.S. and global financial markets.

The Fund is non-diversified, which means that it may invest more of its assets in the securities of a single issuer or a smaller number of issuers than if it were a diversified fund. As a result, the Fund may be more exposed to the risks affecting an individual issuer or a smaller number of issuers than a fund that invests more widely. This may increase the Fund’s volatility and cause the performance of a relatively smaller number of issuers to have a greater impact on the Fund’s performance.

Emles’ ETFs are distributed by Foreside Financial Services, LLC, Distributor. Emles Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.

Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.
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Investors should consider the investment objectives, risks, charges, and expenses of the Fund before investing. The prospectus contains this and other information about the Fund. A copy of the Fund’s prospectus is available at www.dynamicsharesetf.com or by calling the Fund at (312) 216-2890. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risks.

An investment risk in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks (among others): Algorithm Risk: the algorithm’s predictions concerning the movement in price of VIX Futures Contracts may not anticipate actual market movements, and these predictions may affect the return on your investment. Investment Objective Risk: The Fund seeks to achieve its investment objective even if it will cause the value of the shares to decline. Sponsor Risk: The sponsor will not materially modify the algorithm described in the prospectus after the prospected us declared effective by the SEC, even if the algorithm is unsuccessful and fails in its objective to better manage risks by causing the Fund to maintain lower notional exposure to VIX Futures Contracts during periods where such exposure would cause the Fund to incur losses and maintain similar notional exposure to VIX Futures Contracts during periods where exposure would cause the Fund to make profits. More information about these risks and others can be found in the Fund’s prospectus.

The Dynamic Short Short-Term Volatility ETF is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 200, Raleigh, North Carolina, 27809. There is no affiliation between Dynamic Shares, LLC, sponsor of the Fund, including their principals and Capital Investment Group, Inc.
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