Time to Dust Off the Defensive Playbook? – Hartford Funds – 11.5.18

Summary:

Now On Demand.

We’re still in the midst of the longest-running bull market ever. But with recent volatility, you may need to start exploring defensive strategies to stay ahead of the game.

Join us to learn how factor-based strategies aim to mitigate risk without sacrificing potential equity gains in your clients’ portfolios, including:

• How factor investing can help meet clients’ goals while seeking to keep risk and cost in check
• How blending factors can result in stronger portfolio construction
• Which factors may provide investors with excess market returns

Speakers:

Brian Kraus is managing director and the head of investment consulting at Hartford Funds, where he is responsible for leading a team of investment professionals who support the firm’s in-house investment capabilities and the company’s entire investment lineup. The team delivers asset allocation insights, portfolio positioning, and investment performance insights to clients, prospects, consultants and intermediaries, in addition to serving as an investment resource for internal training. The investment consulting team also conducts market research and competitive analysis, partners with the product development team to evaluate existing and new investment strategies, and works closely with the marketing organization to assist in the creation and distribution of investment-related content.

Brian is a seasoned investment professional, having worked in the industry since 2001, and he has extensive experience in asset allocation, manager research, client service, product development and management, investment strategy, business planning, and leadership.

Ted Lucas is the head of Investment Strategies and Solutions for Hartford Funds. In this role, he leads our in-house investment teams and partners with resources across the organization to accelerate growth of products powered by Hartford Funds.

Ted joined Hartford Funds in 2016 in connection with the firm’s acquisition of Lattice Strategies, a San Francisco-based investment management firm he founded in 2003.