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ETF Strategies

 

MODERATOR

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

 

Thursday

Jan. 14, 2021

4 PM ET

1 PM PT

 

 

 

 

RPAR Risk Parity ETF: An Innovative Solution for a Challenging Environment

Advisors face a major challenge: They are responsible for guiding clients through a uniquely difficult market environment while seeking attractive returns with controlled risk. With interest rates near zero, expected returns across traditional asset classes are lower than historic averages. At the same time, the risk of extreme outcomes is probably higher than normal given the ongoing global pandemic, extraordinary monetary/fiscal policy, high debt levels, and rising anti-establishment political sentiment.

In this webinar, we introduce an investment framework that we believe is well-suited for this set of challenges. The RPAR Risk Parity ETF invests across a diverse mix of asset classes that are biased to perform well in varying economic environments (to minimize the risk of a material loss). Additionally, each asset class is structured to pursue equity-like returns over the long run, which results in a long-term target return competitive with equities. Learn more.

 

Join us as we present the conceptual background for this investment strategy and discover:

  • How to build a well-balanced portfolio with a long-term expected return competitive with equities
  • How this portfolio seeks to protect capital during challenging economic environments
  • How to efficiently implement this strategy for your clients
Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus. A prospectus may be obtained by clicking here. Please read the prospectus carefully before you invest.

The Fund’s exposure to investments in physical commodities may fluctuate rapidly and subjects the Fund to greater volatility than investments in traditional securities, such as stocks and bonds. Interest payments on TIPS are unpredictable and will fluctuate as the principal and corresponding interest payments are adjusted for inflation. Equity securities, such as common stocks, are subject to market, economic and business risks that may cause their prices to fluctuate. The Fund invests in foreign and emerging market securities which involves certain risks such as currency volatility, political and social instability and reduced market liquidity. The Fund may invest in securities issued by the U.S. government or its agencies or instrumentalities. There can be no guarantee that the United States will be able to meet its payment obligations with respect to such securities.

Shares of the Fund are distributed by Foreside Fund Services, LLC.

 

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CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

 

PRESENTER

Alex Shahidi

Managing Partner, Co-CIO
Evoke Advisors | ARIS

 

 

 

PRESENTER

Damien Bisserier

Managing Partner, Co-CIO
Evoke Advisors | ARIS

 

 

 

SPONSORED BY:
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