Core Portfolio Construction in a post-COVID World – State Street Global Advisors – 10.13.20

Overview:
Title: Core Portfolio Construction in a post-COVID World
Date: Tuesday, October 13, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

On Demand Soon.

Traditional norms have been upended by COVID-19. Asset class profiles and the standard sixty-forty portfolio need to be tailored to meet this new reality – both in the core of investor portfolios as well as in satellite exposures – if return targets are going to be met over the next decade.

Matt Bartolini, Head of SPDR Americas Research, and Kelly Ryan, Head of Independent Wealth Management, will outline four key portfolio construction methods to consider in a post-COVID world and outline how ETFs can provide a cost-effective, liquid and transparent way to build a diversified core portfolio.

Speakers:
Matthew Bartolini, CFA Matthew Bartolini, CFA Head of SPDR Americas Research State Street Global Advisors

Matthew the Head of SPDR Americas Research at State Street Global Advisors. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes.

Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation and is a member of the CFA Institute and the Boston Security Analysts Society. He also holds the FINRA Series 7 and 63 licenses.
Kelly Ryan Kelly Ryan Head of Independent Wealth Management State Street Global Advisors

Kelly Ryan is the Head of the Independent Wealth Management for State Street Global Advisors SPDR ETFs. Kelly and her team focus on the distribution of SPDR ETFs to the wealth management divisions at the largest independent brokerage firms and independent RIAs in the US. Her team also covers the top Home Office relationships in the IBD and RIA markets. Kelly has extensive experience working with sophisticated wealth management professionals to integrate the best of State Street Global Advisors’ investment expertise and thought leadership into their businesses for the benefit of their clients.
For Investment Professional Use Only.

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Tracking Code: 3272342.1.1.AM.INST, Expiration Date: 10.31.2021