An RIA’s Perspective on Preparing Client Portfolios For Lower Future Returns
Wednesday, May 26, 2021
2:00 PM EDT | 11:00 AM PDT
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Equity markets have continued to climb upward, but bond markets continue to trend downward. Clients relying on the stability of what bonds have historically offered are likely to be disappointed with expected future returns. We believe clients need investment solutions that allow them to capture the upside of the equity market while managing the risk and limiting the volatility in their portfolios. Innovator’s Defined Outcome ETFs™ lineup seeks to allow clients to reduce downside risk through a built-in buffer and also maintain the upside potential of SPY or QQQ, to a cap.
What you will learn in this webinar is:
- Discuss challenges to future returns, and why we should not expect historical bond returns going forward
- What are Accelerated ETFs™?
- How can Accelerated ETFs™ potentially help clients meet specific target returns?
- Where do Accelerated ETFs™ fit in a client’s portfolio?'
For financial professional use only.
The Funds have characteristics unlike many other traditional investment products and may not be suitable for all investors. For more information regarding whether an investment in the Fund is right for you, please see “Investor Suitability” in the prospectus.
Carefully consider the investment objective, risks, charges, and expenses contained in the prospectus at innovatorefs.com. Read it carefully.
There is no guarantee the fund will achieve its investment objective. Investors purchasing shares after an outcome period has begun will be exposed to enhanced downside risk.
Innovator ETFs are distributed by Foreside Fund Services, LLC.
Graham Day, CFA
Vice President of Product & Research
Graham joined Innovator Capital Management in 2017 and is vice president of product & research, responsible for product development, capital markets and research efforts. Prior to joining Innovator, Graham was SVP - head of product & research at a startup ETF issuer and a Senior Strategist at Invesco PowerShares. He has been quoted in CNBC.com, TheStreet.com, FA magazine, FOX Business and Investopedia.com. Graham is a CFA charter holder, a member of the CFA Society of Chicago and holds a bachelor’s degree from Wheaton College.
Steve Osterink, Jr. CFA ® CFP ® AIF
Chief Investment Officer
Steve is the Chief Investment Officer for Advisory Alpha, a SEC Registered Investment Advisor. As the leader of the Investment Team, Steve brings nearly two decades of experience as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®, and AIF® designations. He is the driving force behind much of the firm’s development and innovation. Steve is passionate about educating investors and effectively communicating complex financial matters in a simplified manner that addresses common misconceptions. He is constantly creating new resources and methods to improve the financial advice delivered to investors as well as helping financial advisors to better serve their clients. Steve is a frequent speaker at events for clients and advisors, is a regular radio show guest, and has been referenced in various media outlets including MarketWatch, Financial Advisor Magazine, FI360, and InsuranceNewsNet.
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.