VIRTUAL EVENTS
The efficient core: How to set your portfolio up for success in today’s environment
As geopolitics and macroeconomics collide to create uncertainty, investors are looking to gold, but can you get gold exposure without sacrificing from another part of your portfolio? Traditional implementation of gold requires investors to make a trade-off, usually a reduction in core exposures. But a capital efficient ETF could help advisors unlock the benefits of gold without compromising core equities and fixed income. Join the experts at WisdomTree for an educational webcast exploring how an efficient core can add diversification without compromising on the essentials.
SUMMARY
Topics covered will include:
- A look at the role of gold in a portfolio.
- An exploration of how to gain exposure to gold without compromising core exposures.
- An overview of efficient core ETF strategies that could help a portfolio increase diversification.
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
Andrew Okrongly, CFA
Director, Model PortfoliosWisdomTree
Jeff Weniger, CFA
Head of Equity StrategyWisdomTree
Kirsten Chang
Senior Industry AnalystVettaFi
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Important Disclosures
For financial professional use only.
Important Information
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. For a prospectus or, if available, the summary prospectus containing this and other important information, call 866.909.9473 or click here to view or download the documents. Read the prospectus or, if available, the summary prospectus carefully before you invest.
There are risks associated with investing, including possible loss of principal.
Past performance is not indicative of future results.
Andrew Okrongly and Jeff Weniger are registered representatives of Foreside Fund Services, LLC.
WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S.