WEBCASTS

WisdomTree’s 2023 Market Outlook: Balancing Risk and Reward

As we contend with a challenging fixed-income environment, investors will need to go beyond their comfort zones and consider strategies that seek to better manage ongoing risks. In this upcoming webcast, WisdomTree Asset Management and VettaFi will outline the hurdles that many investors still face and highlight model portfolio strategies that financial advisors can adopt to diversify their portfolios and navigate the challenging market environment.

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

Topics will include:

  • How to negotiate the fixed income landscape in the new year.
  • Related risks and opportunities in the global equity markets.
  • Specific economic and market signals investors should be watching out for.
  • How investors and advisors can use customized model portfolios designed for the current environment.

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

Scott Welch

Chief Investment Officer of Model Portfolios
WisdomTree Asset Management

Kevin Flanagan

Head of Fixed Income Strategy
WisdomTree Asset Management

Jeff Weniger, CFA

Head of Equity Strategy
WisdomTree Asset Management

Todd Rosenbluth

Head of Research
VettaFi

Disclaimer
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Important Disclosures

Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting the Fund’s website at www.wisdomtree.com. Please read the prospectus carefully before you invest.

There are risks associated with investing, including possible loss of principal.

For Retail Investors: WisdomTree’s Model Portfolios are not intended to constitute investment advice or investment recommendations from WisdomTree. Your investment adviser may or may not implement WisdomTree’s Model Portfolios in your account. WisdomTree is not responsible for determining the suitability or appropriateness of a strategy based on WisdomTree’s Model Portfolios. WisdomTree does not have investment discretion and does not place trade orders for your account. This material has been created by WisdomTree and the information included herein has not been verified by your investment adviser and may differ from information provided by your investment adviser. WisdomTree does not undertake to provide impartial investment advice or give advice in a fiduciary capacity. Further, WisdomTree receives revenue in the form of advisory fees for our exchange traded funds and management fees for our collective investment trusts.

For Financial Advisors: WisdomTree Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree’s Model Portfolios and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio, any particular security or any particular strategy.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. Foreside Fund Services, LLC is not affiliated with the other entities mentioned.

Scott Welch, Kevin Flanagan and Jeff Weniger are registered representatives of Foreside Fund Services, LLC.