Overview: |
| Title: Head Into 2024 Seeking Risk Reduction and Alternative Income Potential |
| Date: Tuesday, December 12, 2023 |
| Time: 2:00 PM Eastern Standard Time |
| Duration: 1 hour |
Register Now: |
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Summary: |
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Now On Demand
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Speakers: |
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Anthony Rochte is a Managing Director and Global Head of Exchange-Traded Funds at Morgan Stanley Investment Management. Before joining Morgan Stanley, Anthony was Co-Head of Goldman Sachs Private Bank Select. He previously held several senior roles at Fidelity Investments including Head of Fidelity Institutional Investments and Technology Solutions and President of Fidelity Select Co. During his tenure at the firm, he was responsible for building and leading Fidelity’s ETF business from inception. He also served as Head of the Intermediary Business Group within the State Street Global Advisors SPDR ETF business. Earlier in his career, he was one of the initial hires in the Barclays Global Investors iShares ETF business where he served in several leadership positions. Anthony holds a B.A. in Economics and Political Science from Indiana University. |
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Alex leads the investment team responsible for Parametric’s liquid alternative strategies. He has over 15 years of experience working in portfolio construction, trading, and portfolio management across both futures and options. In his various positions, he has worked closely with institutional and HNW clients and their consultants to address their investment and risk management needs. Previously, he was responsible for supporting the development and distribution of Parametric’s strategies in Europe, and before that served as a Senior Portfolio Manager on Parametric’s volatility risk premium solutions. Alex began his career in the investment management industry in 2006 with the Clifton Group (acquired by Parametric in 2012). Alex earned a BA in economics from Macalester College and is a CFA and CAIA charterholder. |
Important Risks and ETF Information
There is no assurance that a portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline and that the value of portfolio shares may therefore be less than what you paid for them. Accordingly, you can lose money investing in these portfolios. In general, equities securities’ values fluctuate in response to activities specific to a company. Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), and the creditworthiness of the issuer and general market liquidity (market risk). In a rising interest-rate environment, bond prices may fall and may result in periods of volatility and increased portfolio redemptions. In a declining interest-rate environment, the portfolio may generate less income. Options may be illiquid and the Fund may have difficulty closing out its position. A decision as to whether, when and how to use options involves the exercise of skill and judgment and even a well-conceived option transaction may be unsuccessful because of market behavior or unexpected events. The prices of options can be highly volatile and the use of options can lower total returns. A Fund’s ability to distribute income to shareholders will depend on the yield available on the common stocks held by the Fund and the premiums received by the Fund with respect to its written call options. The amount of the Fund’s distributions for any period may exceed the amount of the Fund’s income and gains for that period. In that case, some or all of the Fund’s distributions may constitute a return of capital to shareholders.
Before investing, prospective investors should consider carefully the investment objective(s), risks, and charges and expenses. Read the prospectus carefully before you invest or send money. To obtain an exchange-traded fund (ETF) prospectus or summary prospectus, download a copy here.
Morgan Stanley Investment Management Inc. is the adviser to the Parametric ETFs. Parametric Portfolio Associates LLC is the sub-adviser to the Parametric ETFs.
Parametric ETFs are distributed by Foreside Fund Services, LLC.