Enhancing the Income Potential of Equity Portfolios with a Total-Return Focus on Dividends and Buybacks – Nasdaq – 5.24.23

Overview:
Title: Enhancing the Income Potential of Equity Portfolios with a Total-Return Focus on Dividends and Buybacks
Date: Wednesday, May 24, 2023
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
*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

During this webcast, we will discuss:

  • Explore the unique methodologies behind Nasdaq’s Dividend and Buyback Achiever Indexes, accessible through Invesco’s suite of income-focused ETFs.
  • Discover the value of pairing a buyback strategy together with a balanced dividend approach that focuses on both high yield and dividend growth.
  • Learn about the history of dividend strategies providing stable income in a slowing economic environment, in addition to their defensive characteristics observed during periods of high inflation.
  • Discuss how financial advisors can incorporate this type of approach within their existing portfolios.

Speakers:
Mark Marex, CFA Mark Marex, CFA Director, Index Research & Development Nasdaq Investment Intelligence

Mark Marex works as a Director in Index Research & Development, splitting his efforts between producing original content in support of existing index products, as well as developing new indexes for launch and commercialization. Before joining Nasdaq Global Indexes in 2019, Mark was an emerging fund manager of a systematic long/short US large-cap equity strategy, and co-founded Roundtree Capital Management in 2016. Prior to that, Mark spent eight years at Citigroup in New York, working as a Product Manager of FX in the Investor Services business; as a Vice President of Client Strategy & Analytics in the Investment Banking division; and when he first started in 2008, as a Product Controller in Structured Credit.

Mark graduated with a Bachelor of Science in Economics from Duke University in 2008, and has been a CFA charter holder since 2012.He is passionate about innovation in the world of indexing, ETFs, and quantitative investing. He resides in New Jersey with his wife.
Chris Dahlin Chris Dahlin Factor & Core Equity Strategist, ETFs and Indexed Strategies Invesco

Chris Dahlin serves as a strategist overseeing Factor and Core Equity ETFs along with the Innovation Suite at Invesco. In his role, Chris provides research and due diligence on strategy methodology, performance attribution and content creation for client support. Prior to joining Invesco in 2014, Chris served as an equity, fixed-income and structured securities closed-end fund specialist at Guggenheim Investments. Chris earned a BA from Michigan State University and an MS in accountancy from DePaul University.
FOR INSTITUTIONAL INVESTOR USE ONLY — NOT FOR USE WITH THE PUBLIC NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

There are risks involved with investing in ETFs, including possible loss of money. Shares are not actively managed and are subject to risks similar to those of stocks, including those regarding short selling and margin maintenance requirements. Ordinary brokerage commissions apply. The Fund’s return may not match the return of the Underlying Index. The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Fund.

The information does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.

Investments focused in a particular industry or sector, are subject to greater risk, and are more greatly impacted by market volatility, than more diversified investments.

Shares are not individually redeemable and owners of the Shares may acquire those Shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only, typically consisting of 10,000, 20,000, 25,000, 50,000, 80,000, 100,000, 150,000 Shares.

Before investing, consider the Fund’s investment objectives, risks, charges and expenses. Visit invesco.com for a prospectus with this information. Read it carefully before investing.

Invesco Fund Risks and Prospectuses