WEBCASTS

Rise Above Rising Rates with CLOs and FRNs

Looking for a way to diversify your fixed-income portfolio toolset? Collateralized loan obligations, or CLOs, could provide attractive yields relative to similarly-rated bonds and loans. CLOs also provide strong risk protection and offer a floating rate coupon that increases as rates rise.

November 1, 2022
11am PT | 2pm ET
1 CE Credit
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SUMMARY

In the next webcast, VanEck and VettaFi will outline the current conditions and how CLO investments are a good fit for an investment portfolio in today's market.

  • The benefits of the CLO structure, particularly their ability to mitigate downside risks and other built-in protections
  • The case for the floating-rate, investment-grade instrument
  • Why a CLO strategy with an active lens is ideal in today's market environment
  • How financial advisors can incorporate a CLO strategy into a diversified income 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

Bill Sokol

Director of ETF Product Management
VanEck

Fran Rodilosso

Head of Fixed Income ETF Portfolio Management
VanEck

Todd Rosenbluth

Head of Research
VettaFi

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