Managers now have scores of options for how to slice up the investment universe. The first day of ETF Strategy Summit panels closes with a discussion on how to rebuild that universe in the current market environment coherently using ETFs.
- Do female advisors manage money differently than their male counterparts?
- Should portfolios for female clients be built differently since they oftentimes outlive men?
- When constructing a portfolio, is “beating the market” less important to female clients?
In this session you will not only learn portfolio construction ideas for the forward looking market but also how to share/convey those thoughts and better understand the needs of female clients.
Rising volatility and rising rates pose significant challenges for portfolio construction. Alternative ETFs may deliver broad diversification benefits—and at a lower cost—at a time when traditional assets are fully priced and “60/40” portfolios face mounting pressures. In this session, we will review how liquid alternative strategies may help mitigate a variety of portfolio risks, and how innovative alternative ETFs may provide lower-cost, tax-efficient, and user-friendly tools for diversification.
This session will include an overview of the universe of alternative ETFs, which has grown beyond leveraged and short index funds to a broad array of single and multi-strategy offerings, encompassing long/short equity, arbitrage, nontraditional bonds, global macro, currencies, commodities, and more. The session will provide in-depth insight into how alternative ETFs are designed to capture differentiated sources of risk and return, as well as key considerations for implementation.
A new breed of smart beta products offer strategies that blend or rotate between factors, layering additional complexity onto the ETF universe. Our panel discusses the reasoning behind these strategies and uncovers ways to deploy them within portfolios.
With the Fed pursuing a gradual – but continuous – path of interest rate hikes, our panelists will discuss which ETF strategies offer investors capital preservation – and perhaps some alpha too – when most traditional bond investments decline in value.
As certain markets continue to recover or develop, while others experience geopolitical disruptions that act as roadblocks to economic growth, our panel will discuss where the globe’s risks and rewards reside.
Amid a rapidly changing market environment, and with new products proliferating every day, hear how our panel of all-star strategists are implementing ETFs in their portfolios to create an optimal investment experience.
Deborah Fuhr, Managing Partner & Co-Founder
Don Friedman, Founder & CEO
Joint Venture Events Group