Rethinking Risk Assets: Ideas for Generating Income During Volatile Periods – FlexShares Exchange Traded Funds – 11.5.19
Summary:
Now On Demand.
During this webcast, Ellen Chenoweth, Associate Investment Strategist, FlexShares Exchange Traded Funds, will discuss today’s investing backdrop. In today’s economic environment, advisors and investors are searching for ways to strategically navigate the indefinite market. Ellen will dive deeper and explore the various ways to diversify a portfolio asset mix to potentially generate more income.
Key Points of Discussion:
Current investment environment
Risk asset portfolio diversification
Implementation ideas to generate income
Sponsors of this webcast may contact registrants.
Speakers:
Ellen Chenoweth Associate Investment Strategist FlexShares Exchange Traded Funds
Ellen McCloskey Chenoweth is an Associate Investment Strategist for FlexShares Exchange Traded Funds. Ellen provides support for the development, implementation, and ongoing strategy for the firm’s ETF lineup across equities, fixed income and real assets. She is responsible for the creation of thought leadership, performance attribution and ongoing investment strategy in order to support the continued expansion of FlexShares Exchange Traded Funds.
Prior to joining the Investment Strategy Team, Ellen was a Business Development Associate with the FlexShares Sales and Servicing Team covering the New England Region. Ellen joined the FlexShares team from Invesco where she was an Internal Sales Associate covering mutual funds, unit investments trusts, and separately managed accounts. Ellen began her career as an Institutional Fund Accountant with Northern Trust.
Ellen is a graduate of Marquette University with a B.S. in Business Administration. She previously held her FINRA 7 and 63 and 66 licenses. Ellen is Level II candidate in the CFA Program.
Joe Tiralosi Head of Intermediary Sales Desk FlexShares Exchange Traded Funds
Joe Tiralosi is the Head of Intermediary Sales Desks at Northern Trust Asset Management. He is responsible for leading a team that establishes Northern Trust Asset Management’s presence in the intermediary market in an effort to collaborate with clients and grow the firm’s brand.
Joe has over a decade of investment industry experience and has successfully built, developed and led sales teams across various products sets and channels including mutual funds, ETFs and separately managed accounts.
Prior to joining Northern Trust, Joe spent over 9 years at Neuberger Berman in a similar role. He earned his BA from Baruch College and holds the FINRA series 6,7,63,65,and 24 securities licenses. Joe is a native of Brooklyn, NY and is a big Yankees and Giants fan.
Overview:
Title: Rethinking Risk Assets: Ideas for Generating Income During Volatile Periods
For financial professional use only. Not for use with the investing public.
Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting www.flexshares.com. Read the prospectus carefully before you invest.
Foreside Fund Services, LLC, distributor.
An investment in FlexShares is subject to numerous risks, including possible loss of principal. Fund returns may not match the return of the respective indexes. The Funds are subject to the following principal risks: asset class; commodity; concentration; counterparty; currency; derivatives; dividend; emerging markets; equity securities; fluctuation of yield; foreign securities; geographic; income; industry concentration; inflation-protected securities; infrastructure-related companies; interest rate / maturity risk; issuer; large cap; management; market; market trading; mid cap stock; MLP; momentum; natural resources; new funds; non-diversification; passive investment; privatization; small cap stock; tracking error; value investing; and volatility risk. A full description of risks is in the prospectus.