What’s Behind the Appeal of Portfolio Hedging Using Inverse ETFs
Wednesday, June 17, 2020 | 2:00 pm ET / 11:00 am PT
In its simplest form, a hedge is an investment intended to move in the opposite direction of an asset in your portfolio that you consider to be at risk. Learn more.
PRESENTER: Ben Fulton Managing Director, Tactical Products ProShares and ProFunds
MODERATOR: David Armstrong Editor-in-Chief, Executive Director of Content and User Engagement WealthManagement.com
In its simplest form, a hedge is an investment intended to move in the opposite direction of an asset in your portfolio that you consider to be at risk. Hedging a portfolio can be a part of a long–term investment strategy, or a short-term shelter from adverse market events, providing investors with an alternative to selling in a down market.
Inverse ETFs are frequently used to hedge equity and bond holdings. And, as investors have diversified into a broader selection of asset classes, it has become common to see investors hedging commodity and currency holdings as well.
In this webinar, we’ll discuss the significance of portfolio hedging, explain how inverse funds work, and provide examples of how inverse funds can help potentially reduce the risk in a portfolio. Topics covered will include:
Comprehending today’s market reality
Tactics to hedge and gain inverse exposure
How inverse funds work
The importance of rebalancing
Case studies—hedging equity and fixed income exposure
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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