Webcast: How Thematic Equity Can Energize a Portfolio

Overview

Title: Thematic Investing and Portfolios

Date: Tuesday, July 31, 2018

Time: 02:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary

For investors looking for exposure to tomorrow, thematic investing has become a popular forward-looking approach for this unique era of disruption.

In this webcast, Global X and ETF Trends will show you how thematics can differentiate a balanced portfolio and leverage the change agents that are upending traditional equity paradigms.

Topics will include:

What are ETF managed portfolios
Breaking down the various ETF managed portfolio themes and investment objectives
How ETF managed portfolios may fit into your offering
How financial advisors can incorporate ETF managed portfolios in their advisory business

No longer 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

Jon Maier
SVP, Chief Investment Officer
Global X Funds

Jack Hannah
Managing Director
Geowealth

Tom Lydon
Editor and Publisher
ETF Trends