S & P Dow Jones Indices Presents: Strategic and Tactical ETF Strategies for Navigating Uncertain Markets
In uncertain markets, it can be difficult to know which parts of a portfolio are well-suited to buying and holding, and which require a more hands-on, opportunistic approach to asset allocation. Join S&P DJI and leading industry experts as we explore ways to navigate short-term challenges while steadily achieving long-term client goals.
Featured speaker Sam Stovall, Chief Investment Strategist at CFRA Research, will address opportunities in equities at the market, sector, and industry level.
Topics will also include:
•Strategic and tactical sector rotation strategies designed to help advisors participate in the upside while protecting against the downside.
•Innovations in fixed income indexing that may provide financial advisors greater flexibility in reacting to opportunities and challenges.
•How to consider implementing single- and multi-factor approaches within client portfolios.
Accepted for 3-hour CFA®, CFP®, and CIMA® credits
Rear Admiral, USCG (Ret.)