Every investment portfolio needs core positions for stability and satellite, or tactical positions for flexibility. This panel will discuss which tactical strategies appear best-positioned to take advantage of current marketplace trends.
Factors are attributes that help explain the risk/reward characteristics—and price movement—of a security. Researchers have found literally thousands of factors; fortunately, most asset managers focus on only a half-dozen or so when constructing factor-based products. Education is key for advisors to understand how factor-based investing can benefit clients, and this panel will discuss how to access factors via ETFs.
Commodities are a notorious boom-and-bust story that went big-time bust during the financial crisis. Since then, commodity producers have trimmed supply at a time when the global growth story has resumed, creating a favorable supply-and-demand picture for many commodities. Listen as panelists discuss whether we’re on the cusp of a new commodity bull market.
There are as many definitions of ESG as there are investment vehicles claiming to provide “ESG” exposures. What exactly is ESG investing? Panelists in this session will describe why this space matters to investors and where they can find opportunities to both do good for their portfolios and for the planet.
Actively managed ETFs remain a small but growing slice of the overall ETF pie, but that slice will continue to grow as new players—such as large mutual fund shops and other asset managers with active strategies—enter the ETF space. Find out who some of the main players are in the active space, and when active strategies make sense versus passive products.
Certain sectors are the vanguard of the 21st-century economy, and ETFs that pinpoint these sectors offer tremendous growth potential. Many thematic ETFs have performed well, but a lot of advisors still aren’t sure how they fit into client portfolios. Are they short-term tactical vehicles or long-term strategic positions? This panel examines where and how they fit into the broader asset allocation model.
Deborah Fuhr, Managing Partner & Co-Founder