Strengthen your Core with ETFs
Thursday, October 15, 2020
2:00 PM EDT | 11:00 AM PDT
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In this presentation, our Equity Strategist Team examines why client goals guide effective core portfolio construction and how ETFs can serve as essential building blocks to help clients achieve their objectives. Factor-based strategies, in particular, provide exposure to the long-term drivers of returns, and they are now available in the cost-effective and tax-efficient ETF wrapper. Join us as we examine how factor-based ETFs can be used in combination to address clients’ specific risk, return and income objectives.
The presenters will be available after the presentation to answer attendees' questions live.
You will learn:
- Client goals that guide effective core portfolio construction
- How ETFs can help clients achieve their objectives
- How factor-based ETFs can be used in combination to address clients’ specific risk, return and income objectives
Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks,
charges and expenses. For this and more complete information about the fund(s), investors should ask their advisors for a prospectus/summary prospectus
or visit invesco.com/fundprospectus.
Invesco Distributors, Inc. is not affiliated with Advisor Perspectives.
Not a Deposit Not FDIC Insured
John Feyerer, CFA®
Director, Equity ETF Product Strategy
John Feyerer is the Director of Equity ETF Product Strategy for Invesco's exchange-traded funds (ETFs). In this role, he oversees the development and application of strategies and tactics for product positioning and portfolio implementation. Mr. Feyerer and his team also develop research-related content designed to help clients better understand equity ETF strategies and their application in portfolios, with emphasis on factor investing and smart beta. Mr. Feyerer has been quoted in Barron’s, The Wall Street Journal, Investment News and numerous trade publications, and is a regular speaker at industry conferences and events.
Mr. Feyerer joined the firm in April 2005. Prior to his current role, he led business operations for the ETF group and also served in a regional sales capacity. Prior to joining the firm, Mr. Feyerer served in a variety of operating, financial and strategic roles over 14 years at The ServiceMaster Company based in suburban Chicago.
Mr. Feyerer earned a BA and MA degrees in communications from Wheaton College and an MBA with a concentration in finance from Loyola University Chicago. He holds the Series 7, 24 and 63 registrations and is a Chartered Financial Analyst® (CFA) charterholder and member of the CFA Society of Chicago. He also serves on the Associate Editor Board for The Journal of Index Investing.
Senior Equity ETF Strategist
Nick Kalivas is a Senior Equity Strategist for Invesco's exchange-traded funds (ETFs). In his role, he works on researching and developing product-specific strategies, as well as creating thought leadership to position and promote the smart beta and factor-based equity ETF lineup.
Mr. Kalivas joined Invesco in 2014. Prior to joining the firm, he spent the majority of his career in the futures industry, delivering research, strategy, and market intelligence to institutional and high-net-worth clients in the equity and interest rate markets. He was a featured contributor for the Chicago Mercantile Exchange and provided research services to a New York- based global macro commodity trading advisor where he supplied insight on equities, fixed income, foreign exchange, and commodities. Mr. Kalivas has been quoted in The Wall Street Journal, Financial Times, Reuters, The New York Times, and by the Associated Press, and has made numerous appearances on CNBC and Bloomberg.
Mr. Kalivas earned a BBA degree in accounting and finance from the University of Wisconsin - Madison and an MBA from the University of Chicago, Booth School of Business with concentrations in economics, finance, and statistics. He holds the Series 7 and 63 registrations.
CEO and Founder
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.