Today’s advisors need to be able to adapt to an ever changing investment landscape. Portfolio+ ETFs and ETF Trends will lead a discussion with Canterbury Investment Management about how to create and maintain an efficient portfolio, using a process that is dynamic enough to manage even the most extreme market conditions.

Panelists will discuss how advisors can adapt their existing strategies to strengthen their core asset class allocation by applying newly created ETFs tools. This innovative approach is designed to produce the stability needed to achieve long-term risk-adjusted growth in dynamic market environments.

Join Tom Lydon, Editor and Publisher of ETF Trends, as he moderates this discussion on: 

• Creating an efficient portfolio
• Evaluating market conditions and managing volatility
• Classifying, rating, ranking and selecting ETFs
• Maximizing diversification and limiting drawdowns
  

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.