Is the Gold standard of Investing Starting to Fade? Rethinking the 60/40 – Innovator ETFs – 11.19.24

Summary:

Now On Demand

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 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.

Andrew Nelson, CFA, is the Director of Product Strategy at Innovator ETFs. In his role, Andrew oversees product strategy, product management, and implementation, driving innovation and growth for the company.

Prior to joining Innovator, Andrew was the Director of ETF Due Diligence at Invesco, supporting the firm’s ETF business development efforts within the Wealth Management Platforms division. With extensive experience in financial analysis, strategic planning, and the overall ETF industry, Andrew is dedicated to advancing innovative ETF solutions and expanding market opportunities.