VIRTUAL EVENTS
Why investors need to think about concentration risk
A handful of mega-cap stocks are driving the performance of the S&P 500, which creates concentration risk. A possible solution is equal weighting.
The ALPS Equal Sector Weight ETF (EQL) allocates equally across sectors, which keeps sector leaders in the mix while avoiding overexposure to a narrow group of stocks. This translates into broader participation, reduced drawdowns and performance that reflects the full S&P 500, not just its top names.
Join SS&C ALPS Advisors and VettaFi for a product due diligence session and discover how EQL can deliver.
SUMMARY
Topics covered will include:
- Why market-cap weighting has left the S&P 500 top-heavy.
- How equal-sector weighting curbs concentration risk and smooths returns.
- Why equal-sector strategies have historically delivered shallower drawdowns than equal-stock weight approaches.
SPEAKERS
Kyle Kleckner, CFA
Senior Investment Advisory AnalystSS&C ALPS Advisors
Alex Bond
Investment Advisory AnalystSS&C ALPS Advisors
Danny Schwab*
Lead Fund StrategistSS&C ALPS Advisors
Roxanna Islam, CFA, CAIA
Head of Sector & Industry ResearchVettaFi
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Important Disclosures
INSTITUTIONAL USE ONLY
An investor should consider the investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information, call 1-866-759-5679 or visit www.alpsfunds.com. Read the prospectus carefully before investing.
Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemable.
All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of this investment is available in the prospectus.
* Danny Schwab is a Registered Representative of ALPS Distributors, Inc.
ALPS Advisors, Inc., registered investment adviser with the SEC, is the investment adviser to the Fund. ALPS Advisors, Inc., ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc., affiliated entities, are unaffiliated with VettaFi.
ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Fund.
Not FDIC Insured • No Bank Guarantee • May Lose Value
VettaFi and its affiliates (collectively, “VettaFi”) are not investment advisors, and VettaFi makes no representations regarding the advisability of investing in any investment fund or other vehicle. The symposium should not be construed as providing individual advice of any kind, including, but not limited to, investment, tax or legal.