One timely way to de-risk client portfolios is by allocating U.S. equity investments to lower volatility companies. However, unsophisticated application of the low volatility factor in large caps can leave investors prone to a number of pitfalls. In this upcoming webcast, Principal Global Investors and ETF Trends will introduce you to a de-risking strategy that allows you to continue participating in the broad equity market.
Join Tom Lydon, CEO of ETF Trends as he moderates a discussion on:
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.