Exploring the Fidelity Multi-Factor Yield Index – Citi – 2.4.21

Overview:

Title: Exploring the Fidelity Multifactor Yield Index 5%
Date: Thursday, February 4, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Not Available for On Demand.

Citi has collaborated with Fidelity to produce a new index that looks to dynamically blend equity factors and US treasuries in attempting to reduce volatility and produce more consistent returns over time. In this Webinar we will explain the rise of factor investing and how it dovetails with the mechanics of the index. We will describe the wrapper agnostic nature of accessing the index and explain how this compares to other products currently in the market.

Speakers:

Mark Whyman Mark Whyman
Vice President, Structured Investments, Cross Asset Solutions
Citi

Mark Whyman is Vice President of Cross-Asset Solutions for Third Party Distribution. More specifically, he leads the efforts for structured products to Registered Investment Advisors and Multi-Family Offices. Originally from London, Mark began his career at Barclays Capital in 2006. He then spent ten years working at Deutsche Bank in various equity derivative rolls before, both in London, Hong Kong and New York.

Karl Desmond Karl Desmond
Director, Investment Product
Fidelity Investments
Katie Gaunt Katie Gaunt
Regional Consultant
WealthVest