Income and Ballast: A Novel Approach to Diversify Fixed Income – Victory Capital Management – 4.30.21

Overview:
Title: Income and Ballast: A Novel Approach to Diversify Fixed Income
Date: Friday, April 30, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

Now On Demand. The traditional sources of income are currently presenting challenges for investors as part of a diversified portfolio. In today’s low rate environment, investors are looking to mitigate the volatility that can be brought on by equities, while at the same time finding income-generating alternatives. In this presentation, Victory Capital reviews these challenges and discusses:

  • Why alternative income should be a long-term, strategic position in your portfolio
  • The potential benefits of uncorrelated yield as an attractive source of income
  • The importance of liquidity and transparency in alternative strategies
  • How to allocate to alternative income as part of a diversified portfolio

Speaker:
Scott Kefer, CFA® Scott Kefer, CFA® Senior Portfolio Manager VictoryShares & Solutions

Scott Kefer, CFA®, is a Senior Portfolio Manager for VictoryShares and Solutions and utilizes his more than 25 years of active management expertise to focus on the continued growth of the firm’s rules-based and custom investment solutions. He supports the firm’s sales efforts by providing strategic beta insights and education to professional investors and clients. In addition to his role with VictoryShares, Mr. Kefer is a Senior Portfolio Manager for NewBridge Asset Management, a Victory Capital investment franchise, and a member of the NewBridge Large Cap Growth portfolio management team.