In periods of volatility within the inventory and bond markets, many advisors think about incorporating options looking for optimistic returns and added layers of diversification. However how do these methods actually work — and the way reasonable are these expectations? Be a part of us for a quantitative evaluation of liquid different investments with a give attention to the place they match into a technique, in addition to what kind of outcomes you must hope to perform.

 

Be a part of Chris Shuba, Helios Founder and CEO, Joe Mallen, Chief Funding Officer, and Jason Van Thiel, Director of Analysis on December ninth at 8:00 am PST / 11:00 am EST as they focus on: 

• Various investments are likely to rise in recognition throughout, and instantly after, market downturns. Be a part of us as we take a deep dive into how these methods actually work and the place they will match into portfolios
• The pitches for a lot of of those methods hinge on with the ability to improve portfolio diversification and supply an uncorrelated stream of returns. We’ll dig into if these assumptions are reasonable and, in that case, how dependable they’re
• We’re going to ditch the pitch and quantitatively consider the world of liquid different investments with a give attention to what sort of outcomes they will accomplish and the way they really modify portfolios
• A tech-driven course of that provides advisors the instruments and ease-of-access they should differentiate — whereas delivering a really various quantitatively managed portfolio

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by

Chris Shuba

Chief Government Officer

Helios Quantitative Analysis

Joe Mallen

Chief Funding Officer

Helios Quantitative Analysis

Jason Van Thiel

Director of Analysis

Helios Quantitative Analysis

David H. Lenok – Host

Senior Wealth Planning Editor

WealthManagement.com