Agenda

• 11:00 AM ET

  The Rise of Active ETFs

  Active equity ETFs are managed to select and adjust portfolio holdings based on rigorous research, fundamental analysis, and insights that capitalize on market opportunities and the ever-changing economic landscape.

• 11:30 AM ET

  Why Active Approaches to Fixed Income Matter in 2024

  Fixed income investors have plenty of questions about how 2024 will shake out. An active approach to core taxable fixed income, coupled with the structural benefits of an ETF, could provide the flexibility needed to take advantage of market opportunities and avoid hidden risks.

• 12:00 PM ET

  There’s More to Munis Than Tax Benefits: Here’s How to Approach the Space

  Advisors like tax-free yield, but there is more to the municipal bond space than meets the eye. Municipal bond ETFs have seen solid demand recently, yet yields still look attractive. In this session, investors will learn about the state of municipal bonds, and how to actively think about them in 2024.

• 12:30 PM ET

  Asking the REIT Questions

  REITs offer compelling total return, diversification, income, and even inflation mitigation. However, many index-based ETFs concentrate on the largest companies without concern for fundamentals. An active approach to REIT investing may make sense for advisors wanting a more targeted approach.