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Hedging Uncertainty for All of 2021

January 27, 2021 11:00 AM ET | 8:00 AM PT Virtual Event

The New Normal: 2021 Outlook

CFRA’s webinar series cover critical themes and topics that financial professionals and investors should consider as they outline their investment strategy. In our next series, The New Normal: 2021 Outlook, our equity analysts will explore trends and topics across key industries that are at the center of projected market changes as we transition from Covid-19 and the uncertainty of the U.S. elections, to economic recovery and a period of adjustment to the new market environment.

Acclimating to the new market environment means that many investors may need to re-orient their investment approach - CFRA is here to provide timely, forward-looking investment research and the best support to investors and financial professionals. Register for the next session in the webinar series and stay in the know.

Session 1: Outlook 2021—Pandemic Pop

Session 2: Healthy Living: Focus on Health Care and Building Products

Session 3: Hedging Uncertainty for All of 2021

The market volatility investors experienced in 2020 is likely not to end in the new year. However, one of the more popular trends in the ETF industry is positioned to help. In our latest installment of the New Normal series, we will discuss Defined Outcome ETFs that provide both downside protection using built in buffers while offering exposure to the S&P 500 and other leading indexes.

Join Todd Rosenbluth, Director of ETF & Mutual Fund Research at CFRA, and Graham Day, Vice President of Product & Research at Innovator Capital Management as they address questions investors face in 2021:

  • Why do defined outcome ETFs make sense given the market volatility?
  • How did these funds perform in 2020?
  • How can advisors use these ETFs in their diversified portfolios?

Presenters

Todd Rosenbluth, Director of ETF & Mutual Fund Research at CFRA

Graham Day, Vice President at Innovator Capital Management

 

Speakers 

Todd Rosenbluth

Director of ETF & Mutual Fund Research, CFRA 


Todd is Director of ETF and Mutual Fund Research at CFRA, leading the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models, and interacts with clients.  He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times, and The Wall Street Journal. He also held Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence. Todd holds a BGS in Finance from the University of Michigan and an MBA in Finance from New York University.

   

Graham Day

Vice President of Product & Research, Innovator Capital Management 


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.

   

 

Investing involves risk, including possible loss of principal.

The Funds have characteristics unlike many other traditional investment products and may not be suitable for all investors. For more information regarding whether an investment in the Funds is right for you, please see "Investor Suitability" in the prospectus.

The Fund's investment objectives, risks, charges and expenses should be considered carefully before investing. The prospectus contains this and other important information, and it may be obtained at innovatoretfs.com. Read it carefully before investing.

Innovator ETFs are distributed by Foreside Fund Services, LLC.

 

Some or all of the non-CFRA speakers in these materials have compensated CFRA for the production of and the right to participate in the discussions captured in these materials.  Apart from the production of these materials, CFRA may license certain intellectual property or provide services to, or otherwise have a business relationship with, certain issuers of funds or securities that are the subject of or that have participated in the production of these materials.   Irrespective of CFRA’s relationship with any participant in these materials, no part of CFRA’s compensation is tied to any particular CFRA recommendation or rating. The views expressed in these materials by non-CFRA participants do not necessarily reflect the views of CFRA.  CFRA makes no warranty or representation that these materials are accurate, timely or complete, and references to any investment, fund or security are not a recommendation to buy, sell, or hold such investment, fund or security. These materials are only for authorized recipients and may not be redistributed or reproduced without the express consent of CFRA. Additional information on the legal disclosures for these materials is available at https://cfraresearch.com/legal/.

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