MASTERCLASS: Target Date Funds - June 2019
Target Date Funds are offered by an investment firm and seek to grow assets over a specified time period. The structuring of the funds address an investor's capital needs at a future date. The asset allocation of a target date fund gradually grows more conservative as the target date edges closer. In this Masterclass, 4 experts dig deeper into Target Date Funds, Glide Path construction, and offer insight into what clients and advisors need to know: Wyatt Lee, Portfolio Manager of Multi-Asset at T. Rowe Price Rich Weiss, CIO of Multi-Asset Strategies, and SVP and Senior Portfolio Manager at American Century Chris Nikolich, Head of Glide Path Strategies U.S. and Multi-Asset Solutions at AllianceBernstein Sean Kenney, Managing Director and Head of Defined Contribution at MFS Investment Management For Financial Professional Use Only / Not for distribution to the public.
Reimagining Retirement: Generational Strategies For Challenges
Retirement planning for investors at different life stages requires focus on generational concerns and actionable solutions. Veronica Willis, Investment Strategy Analyst at Wells Fargo Investment Institute of Wells Fargo & Company highlights strategies for retirement planning.
Capital Sigma: Delivering Alpha with Five Sources
Brandon Thomas, Chief Investment Officer of Envestnet | PMC, discusses how Capital Sigma can deliver the most alpha to client portfolios through five sources.
Planning For Longevity - Strategies To Meet Expectations
You and your clients have a good chance of living longer than you think. The actuarial tables are changing. With the hope and expectation of a good, long life your clients stand a very real chance of outliving their money. Planning scenarios to address longevity will be more important than ever. In this segment Joe Montgomery, Managing Director- Investments of the Optimal Service Group of Wells Fargo Advisors addresses how to talk with clients about longevity and long-term strategies and why it’s different than how you might have framed it in the past.
Solutions - Putting It Together
Trends and considerations in portfolio construction, strategic and tactical asset allocation and how you can get started putting it together.
Getting a Read on the Business Cycle
Three main economic indicators can inform where we are in the business cycle. Portfolio Manager, Multi-Asset Strategies Erin Browne discusses how these factors influence PIMCO’s asset allocation decisions.
The Responsibility of What Money is
Jack Salzman, Principal and Founding Member of Kings Point Capital Management sits down to discuss the evolution of the company, recent aggregated products and the importance of wealth transfer responsibility
How A CIO Analyzes Funds Through Factors
Joe Smith, Deputy CIO of CLS Investments, discusses how he uses factors to formulate a basis for investment portfolios, allocating using factors that meet his investment objectives. Mark Carver, Global Head of Factor Index Products at MSCI, explains how he sees MSCI FaCS’s platform helping advisors create a common language around factor investing in order to analyze factors and conduct diligence.
CFRA's 2019 Market Outlook and Asset Allocation
Sam Stovall, Chief Investment Strategist at CFRA discusses the market outlook for 2019 - slower growth but a positive earnings outlook and opportunities remain.
Patience is a Virtue
The stock market has experienced significant injuries. Just as we would need time to recover and rehabilitate from an injury, so, too, does the stock market. We invite you to access our latest video featuring Bob Meeder, President and CEO of Meeder Investment Management where he addresses his thoughts on the recent market downturn, what he believes is the prognosis for recovery, and explains how Meeder Investment Management is deploying its Defensive Equity process. We believe this is an excellent time to explore tactical asset allocation and the benefits of utilizing a multi-discipline/multi-factor approach. Visit meederinvestment.com for additional information.
MASTERCLASS: 2019 Outlook
2018 started out just great for companies and the investors that put money into them with the U.S. Corporate Tax Rate slashed to twenty percent. But these last few months of 2018 have been bogged down by worries on trade, rates, the economy that's led to anemic returns. Three experts in bonds, stocks and economics join together to discuss what’s in store for next year, what should they expect, and where should they be putting their money for 2019. Owen Fitzpatrick - Managing Director, Lead Portfolio Manager of Aristotle Atlantic Partners Jacob Weinstein, CFA - Research Analyst, Asset Allocation Research of Fidelity Investments Megan E. Greene - Global Chief Economist at Manulife Asset Management Francis Gannon - Co-Chief Investment Officer, Managing Director of The Royce Funds
MASTERCLASS: Portfolio Construction Today
In this Masterclass, PIMCO’s experts discuss the changes advisors may need to make to traditional portfolio construction processes given today’s complex investing landscape and the expansion of services they are being asked to provide for their clients. Speakers: Mary Kralis Hoppe - Senior Vice President, Account Manager, Field Sales Steve Sapra, CFA - Executive Vice President, Co-Head of Client Solutions & Analytics, North America & Asia ex-Japan Mark G. Thomas - Executive Vice President, Account Manager, Strategic Accounts Justin Blesy, CFA - Senior Vice President and Asset Allocation Strategist