Yield is Just a Number: How Nasdaq Dorsey Wright’s Approach Can Help Investors Meet Cash Flow Needs

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Tuesday, September 21, 2021

2:00 PM EDT | 11:00 AM PDT

60 minutes

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Meeting cash flow needs through distributions is becoming challenging with Treasury yields at rock bottom levels and investors enduring widespread dividend cuts this year. Trying to generate a meaningful yield often means unacceptable credit risk. For investors looking to fund their day-to-day lives, a better approach may be to focus on maximizing risk-adjusted returns and manufacturing a distribution to meet individual cash flow needs while managing risk and return. Target distribution strategies seek to leverage a modern portfolio theory approach focused on risk-adjusted returns to deliver steady cash flow to investors while maintaining the principal over the long-run.

In this webinar, participants will learn about:

  1. Meeting cash flow needs for clients in the current zero-yield environment is and will remain challenging for financial advisors
  2. Using a unique target distribution approach to meet cash flow needs without subjecting investors to excessive risk
  3. How the ETF-of-ETFs structure can help investors maximize after-tax investment returns
  4. The Nasdaq Dorsey Wright and HANDLS Indexes approach to target distribution investing
  5. The potential benefits of a target distribution strategy for retirees


Chuck Fuller Headshot

Chuck Fuller
Senior Vice President, Quantitative Research
Nasdaq Dorsey Wright

Chuck Fuller is a Senior Vice President with Nasdaq Dorsey Wright focusing on quantitative research. In this role he is responsible for designing, analyzing, and testing the firm’s investment strategies and indicators. He has authored two white papers on the use of Nasdaq Dorsey Wright’s technical attributes to manage portfolios.

Mr. Fuller began his career at Nasdaq Dorsey Wright in 2007 as a member of the technology team becoming the head of technology after the Nasdaq acquisition in 2015. In this role, he led efforts to rewrite the Nasdaq Dorsey Wright platform from the ground up leading to greater efficiency and an improved user experience.

Mr. Fuller holds the Chartered Financial Analyst (CFA) designation. He also earned an MBA from Virginia Tech in 2007 and a Bachelor’s of Science in Computer Science from VCU in 2002.

David I. Cohen Headshot

David I. Cohen
HANDLS Indexes

Entrepreneur with a 25+ year career creating successful financial products across a variety of asset classes. Previously served as Managing Director of Product Development at Guggenheim where he was directly responsible for the creation of billions of dollars of unique, first-to-market financial products.

David Miller Headshot

David Miller
Portfolio Manager of the Strategy Shares Nasdaq 7HANDL Index ETF (HNDL)
Strategy Shares

Mr. Miller is Co-Founder, Chief Investment Officer and Senior Portfolio Manager of Rational Funds Inc. and Catalyst Capital Advisors LLC. He is portfolio manager of the Strategy Shares Nasdaq 7HANDL Index ETF (HNDL). He received a Bachelor of Science degree in Economics from the University of Pennsylvania, Wharton School, and a Master of Business Administration in Finance from the University of Michigan, Ross School of Business.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

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.