Webcast: How to Mitigate Risk in Turbulent Times
During times of hardship and intense volatility, many investors exit their positions to wait out the tough times. However, not all investors have the luxury of riding out the harsh market swings, especially retirees who depend on a steady source of income.
In this upcoming webcast Allianz Investment Managementt, Cetera Investment Managementand VettaFi outlines an option that allows clients to remain invested in while providing a buffer against downside risk.
November 4, 2022
12 p.m. PT | 3 p.m. ET
1 CE credit
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SUMMARY
Topics include:
- Why buffered ETFs now? Perspectives of a fund manager and the CIO of a company
- Why traditional equity and bond portfolios fall short, especially in uncertain market environments
- An overview of active, transparent ETFs designed to help keep investors invested while mitigating downside risk
- How investment professionals can incorporate buffered ETFs into a diversified portfolio to manage risk
One hour of CFP/CIMA CE credit pending acceptance for Live and On-Demand participants
CFA Institute members are encouraged to self-document their ongoing professional development activities in their online CE tracker.
SPEAKER
John Grahn
Vice President, Head of Business Development
Allianz Investment Management LLC
Gene Goldman, CFA
CIO and Head of Research
Cetera Investment Management
Death Rosenbluth
Head of Research
VettaFi
Disclaimer
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Important Disclosures
Allianz Investment Management LLC (AllianzIM) is a registered investment adviser and a wholly owned subsidiary of Allianz Life Insurance Company of North America. Allianz Investment Management US LLC, also a wholly owned subsidiary of Allianz Life Insurance Company of North America, provides investment management and hedging services to Allianz Group affiliates.
An investment involves risk, including a possible loss of capital. There is no guarantee that the Funds will achieve their investment objectives and may not be suitable for all investors.
Investors can lose their entire investment regardless of when they purchase Shares and even if they hold Shares for an entire earnings period. The full extent of caps and buffers only applies if held for the specified earnings period and is not guaranteed. The cap may go up or down and vary significantly.
Investors should carefully consider the investment objectives, risks, charges and expenses before investing. To obtain a prospectus containing this and other information about the fund, please call 877.429.3837 or visit us www.allianzim.com and check the prospectus. Investors should read the prospectus carefully before investing.
Distributed by Foreside Fund Services, LLC.
The views and opinions contained in this presentation reflect the views of the panelists at the time of publication and are obtained from sources believed to be reliable. This information is provided for informational purposes only and does not constitute a solicitation to purchase any product, nor should it be construed as advice aimed at meeting the particular needs of any particular customer.
ETF-236 [R-10/2022]