Meeting Client Income Needs in Volatile Markets (Webinar)
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Meeting Client Income Needs in Volatile Markets (Webinar)

6/30/2020
When: Tuesday, June 30, 2020
10:00 a.m. - 11:00 a.m.
Where: Live Webinar
United States
Contact:

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Meeting Client Income Needs in Volatile Markets


Increasing, or even just maintaining, investment income levels for your clients just became far more challenging due to the near-zero rate and highly volatile market environment. Income-seeking investors face the difficult balancing act of finding higher-yielding fixed income and equity strategies while maintaining a strict risk budget.

This event is in partnership with Northern Trust Asset Management.

Join our global head of fixed income strategy and senior equity portfolio manager as they explore the practical approaches to successfully manage clients’ cash flow and growth objectives across a spectrum of risk tolerances.

Topics will include:

  • Key indicators to gauge market improvement
  • Practical approaches to strengthening income-generating portfolios
  • Risk-efficient ways to increase income-seeking equity exposure

Speakers

Brad Camden, CFA, Head of Fixed Income Strategy, Northern Trust Asset Management

Jeff Sampson, CFA, Senior Quantitative Equity Portfolio Manager, Northern Trust Asset Management

Michael Natale, Head of Intermediary Distribution, Northern Trust Asset Management

 

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This event qualifies for 1.0 hours of continuing education credit for CFA charterholders.

 


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