From Bonds to Buffers: Why Investors Should Rethink the 60/40 – Innovator ETFs – 10.31.24

From Bonds to Buffers: Why Investors Should Rethink the 60/40 - Innovator ETFs - On Demand CE

Overview:
Title: From Bonds to Buffers: Why Investors Should Rethink the 60/40
Date: Thursday, October 31, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Is the gold standard of investing starting to fade?

Following the 2008 global financial crisis, the 60/40 portfolio emerged as the gold standard of investing, serving as a cornerstone for both institutional and retail asset allocation. However, the 60/40 industry portfolio standard may not be as compelling as it seems.

In this webcast we will cover:

  • Why the 60/40 approach may leave investors limited and vulnerable to drawdowns
  • The benefits of implementing a 60/20/20 portfolio
  • A head-to-head comparison: Bonds vs Buffers

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Tim Urbanowicz, CFA Tim Urbanowicz, CFA Head of Research & Investment Strategy Innovator Capital Management

Tim Urbanowicz, CFA is the Head of Research & Investment Strategy for Innovator Capital Management. In his role, Tim is responsible for all market research, investment strategy, and portfolio solutions. Prior to joining Innovator, Tim was a Sr. Investment Strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust Tim served as the Director of Fixed Income ETFs and Head Capital Markets Strategist for Invesco.
Trey Martin, CETF Trey Martin, CETF® VP, Sales Innovator Capital Management

Trey joined Innovator Capital Management in 2017 and is responsible for distribution efforts across the institutional, national wirehouse, registered investment advisor and regional & independent broker dealer channels. Prior to joining Innovator, he held multiple sales positions at First Trust Portfolios. Trey holds a bachelor’s degree from Wheaton College and also maintains the series 24, 7 and 66 FINRA licenses.
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