How to accelerate your equity gains in a 60/40 portfolio
Tuesday, December 7, 2021
2:00 PM EST | 11:00 AM PST
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Pre- and current retirees seeking moderate capital preservation often have to choose between accepting mediocre returns or lower volatility. What if there were a way to make the equity portion of one’s portfolio work harder? One solution: Accelerated ETFs™ seek to 2x or 3x gains up to a cap with a 1:1 downside exposure. Learn all about them from Graham Day, CFA and Joe Becker, FRM at Innovator, the creator of Accelerated ETFs™ and other Defined Outcome ETFs™.
In this webinar you will learn:
- In a low-yielding environment, learn how Accelerated ETFs could potentially enable the equity portion of a portfolio to work harder for investors — without expanding their allocation to stocks or taking on additional risk.
- About a possible solution to low yields while maintaining their risk tolerance.
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.
Joe Becker, FRM
Fixed Income ETF Strategist
Joe joined Milliman Financial Risk Management in 2015 and oversees investment product strategy and marketing. Prior to joining Milliman, he worked at Invesco, first as director of educational marketing and then as a fixed-income ETF strategist. He has been a regular speaker at industry conferences and has been quoted in leading financial publications including The Wall Street Journal, Barron’s, Financial Times and Bond Buyer. Joe holds a bachelor’s degree in international studies from Trinity Western University and a master’s degree in economics from the University of Illinois at Chicago.
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.