Model portfolio positioning is top of mind for many investors. Exchange has long held the reputation as having premier thought leadership. Advisors looking for concrete information to build their model portfolios out will benefit greatly from two sessions in particular.
On Monday, March 24, at the Exchange Conference in Las Vegas, there will be a pair of portfolio strategy sessions. One has an equities focus and one has a fixed income focus. Both sessions will offer free CE credits to attendees.
“The Exchange conference will feature experts across the equity and fixed income landscape,” said VettaFi’s Head of Research Todd Rosenbluth. “However, I’m excited for these model portfolio sessions that will be moderated by Bloomberg reporters. The sessions will showcase how strategists are adjusting portfolios based on market developments.”
Get an Equities Edge for Your Model Portfolios
At 3 p.m. on Monday, March 24, attendees hear experts unpack the equities space. Bloomberg’s Emily Graffeo will moderate the discussion. It will explore questions that are top of mind for equity investors. Are asset allocators favoring growth over value? Are large-caps and developed markets still the better play over small-caps or emerging markets?
In today’s complex market environment, advisors looking to build model portfolios need to understand how to position for success.
Fixing Your Fixed Income Model Portfolios
At 4:15 p.m., Bloomberg’s Katie Greifeld will moderate a discussion on fixed income. Given persistent inflation, rate risk, credit risk, and a host of unknowns, advisors need to understand how the experts are positioning their fixed income portfolios for success. Accordingly, the session will explore what asset allocators are doing. Are they favoring long duration over short duration? Are they turning to active management for alpha generation? If so, why?
Don’t Lie Awake at Night
Beyond these two sessions, Exchange will offer myriad opportunities for advisors to earn CE credits. Additionally, the conference will provide tools for navigating today’s extremely uncertain environment. Help your clients sleep better at night and register today.
You can learn more about Exchange here.
For more information, please visit VettaFi.com | ETF Trends.
