Generating Income in an Inflationary Environment: How a Target Distribution Approach Can Help Investors Keep Pace with Rising Prices – Nasdaq Investment Intelligence – 4.27.22

Overview:
Title: Generating Income in an Inflationary Environment: How a Target Distribution Approach Can Help Investors Keep Pace with Rising Prices
Date: Wednesday, April 27, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

In an inflationary environment characterized by rising prices on essential goods and services, income investors require investment options that can generate sufficient income to fund their consumption needs. Trying to generate a meaningful yield often means taking on unacceptable credit risk or concentrating too heavily in high-yielding asset categories that carry significant idiosyncratic risk. For investors looking to fund their day-to-day lives, a better approach may be to focus on maximizing risk-adjusted returns and manufacturing a distribution to meet individual cash flow needs while managing risk and return. Target distribution strategies seek to leverage a modern portfolio theory approach focused on risk-adjusted returns to deliver steady cashflow to investors while maintaining principal over the long-run.

In this webinar, participants will learn about:

  • Meeting cash flow needs for clients in an inflationary environment
  • Using a unique target distribution approach to generate income without subjecting investors to excessive risk
  • The Nasdaq Dorsey Wright and HANDLS Indexes approach to target distribution
  • The potential benefits of a target distribution strategy for retirees

Speakers:
Chuck Fuller Chuck Fuller Senior Vice President – Portfolio Manager Nasdaq Dorsey Wright

Chuck Fuller is a Senior Vice President – Portfolio Manager with Nasdaq Dorsey Wright helping run their SMA/UMA strategies as well as their many ETF and Mutual Fund offerings. In this role he is responsible for designing, analyzing, testing, and implementing the firm’s investment strategies and indicators. He has authored two white papers on the use of Nasdaq Dorsey Wright’s technical attributes to manage portfolios.

Mr. Fuller began his career at Nasdaq Dorsey Wright in 2007 as a member of the technology team becoming the head of technology after the Nasdaq acquisition in 2015. In this role, he led efforts to rewrite the Nasdaq Dorsey Wright platform from the ground up leading to greater efficiency and an improved user experience.

Mr. Fuller holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. He also earned an MBA from Virginia Tech in 2007 and a Bachelor’s of Science in Computer Science from VCU in 2002.
Matthew Patterson Matthew Patterson Co-Founder Bryant Avenue Ventures LLC

Matthew Patterson is a co-founder of Bryant Avenue Ventures LLC, the creator of the Nasdaq 7 HANDL Index and Nasdaq 5 HANDL Index. In 2018 Bryant Avenue Ventures partnered with Strategy Shares to launch the Nasdaq 7 HANDL Index ETF, the first target distribution ETF. Matt previously co-founded Accretive Asset Management LLC, the creator of Nasdaq BulletShares Indexes, which have raised more than $13 billion under license since their launch in 2010. Matt holds an MBA from the University of Chicago, a JD from the University of Illinois College of Law and a BA from the University of Illinois.

David Miller David Miller Portfolio Manager of HNDL Strategy Shares ETF’s

Mr. Miller is Co-Founder, Chief Investment Officer and Senior Portfolio Manager of Strategy Shares ETFs, Rational Funds Inc. and Catalyst Capital Advisors LLC. He received a Bachelor of Science degree in Economics from the University of Pennsylvania, Wharton School, and a Master of Business Administration in Finance from the University of Michigan, Ross School of Business.