Using Factor Rotation to Capture U.S. Large Cap Returns – Nasdaq – 10.10.18

Summary:

Now On Demand.

There are large disparities across factors within the U.S. Large Cap asset class, and factor rotation provides opportunities to capture return disparities. Nearly every portfolio has an allocation to U.S. Large Cap and we’ll show you how to use our Large Cap Factor Rotation strategy to complement or replace an existing U.S. Large Cap allocation. Participants will learn:

• Which Factors should be included in a portfolio
• What “Opposite Side” Factors are and how they can impact investment portfolios
• What strategy can be used to come into or out of a specific factor
• How Factor Rotation is different from Factor Blending
• Introduction to the First Trust Lunt U.S. Factor Rotation ETF (FCTR)

Speakers:

John Lunt is the President and Founder of Lunt Capital Management, Inc. John has created a variety of dynamic and tactical investment strategies used by financial advisors around the country. He is a charter member of the ETF Strategists Roundtable and is a regular contributor at ETFTrends.com. John and Lunt Capital are featured as a case study in the book ETF Investment Strategies. John has visited 34 countries, and Lunt Capital’s Investment Trek featured meetings and reports with market, economic, and political leaders around the world. From 2001 to 2014, he served on the board of Utah Retirement Systems (URS), a multi-billion-dollar pension fund. John is currently the Chairman of the Investment Advisory Committee for the $10 billion Utah Educational Savings Plan (My529) and serves on the board of trustees for the $2 billion Utah School & Institutional Trust Funds Office. John completed the Program for Advanced Trustee Studies at Harvard Law School and finished a number of courses at the New York Institute of Finance on trading and portfolio management. He formerly worked on the Washington, D.C. staff of U.S. Senator Robert Bennett. John graduated Magna Cum Laude with University Honors from Brigham Young University with a degree in Economics, and he later received an MBA in Finance and International Business from New York University.

Ryan Schultz is an analyst and leads the First Trust Portfolio Analytics & Research Coverage Team. As an analyst, Ryan serves as a resource on portfolio construction and investment strategies. He and his team evaluate thousands of model portfolios a year, synthesize potential return/risk characteristics and help deliver solutions to financial advisors that aid them in serving their clients.

Ryan earned his undergraduate degree in Finance & Economics from Illinois State University and has been with First Trust since 2012. He is a CFA charter holder and also holds the Series 7 and Series 66 designations.

Patrick Wolf is a Product Development Specialist for Nasdaq Global Information Services. He is responsible for the development of innovative, market-leading indexes, including the research and content generation necessary to support a successful index launch. He has played an integral role in the creation of smart beta indexes across a wide variety of asset classes, geographies, and product sponsors. A particular area of interest in Patrick’s research has been the construction of and tactical allocation across factor-based indexes.

Prior to joining Nasdaq, Patrick worked as a research analyst at Economists Incorporated. He earned his Bachelor of Arts in Economics with a minor in Spanish from Boston College.