Factor Investing Takes on Added Importance in Volatile Markets – Global Beta – 10.15.21

Overview:
Title: Factor Investing Takes on Added Importance in Volatile Markets
Date: Friday, October 15, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Available On Demand Soon.

Factor investing is worth revisiting in today’s turbulent environment, particularly for investors considering US equity exposure.

  • Historically low yields that may not provide the same diversification benefits as in the past – and also may not be adequate to meet investors’ return and income goals.
  • The risk of higher rates and rising inflation, both of which have the potential to derail many fixed income investments.
  • Record high valuations in the stock market may leave investors overexposed.
  • A lack of guidance on how to construct a well-diversified portfolio that may help investors achieve their goals without taking on unnecessary and unexpected risks.

Speakers:
Justin Lowry Justin Lowry President and Chief Investment Officer Global Beta Advisors

Justin Lowry is the President and Chief Investment Officer of Global Beta Advisors. Justin’s responsibilities include the oversight of investment activity, market research, and product development at Global Beta Advisors. Justin joined the firm as an executive member upon its foundation. Prior to working at Global Beta Advisors, Justin worked at Oppenheimer Funds as Head of Research and Product Development for its Beta Solutions ETF business from 2015 until 2017, which at the time, held over $2 billion in assets in the RevenueShares ETF suite. One of the cornerstone ETFs in the business, RDIV, won the ETF Innovation “Smart Beta ETF of the year” award (Click here for more information about the award, contestants, and its qualifications). From 2010 until 2015, Justin served as CIO for Index Management Solutions, a subsidiary of VTL Associates, which served as a subadvisor, providing custom portfolio solutions, portfolio management, and trading services to many ETF issuers that summed to $2 billion in management. Those funds included the RevenueShares ETFs, KraneShares China ETFs, and several ETF issuers who launched their funds through Exchange Traded Concepts. Prior to the inception of Index Management Solutions, Justin worked as an analyst at VTL Associates since 2008. Justin earned his B.S. in business management from Saint Joseph’s University.
Mike Cronan Mike Cronan President ETF Insight

Mike Cronan is an ETF Industry thought leader who is currently the President of ETF Insight (ETFI), a NY based full-service content marketing firm who writes for and consults with several ETF issuers. Having consulted on the launch of over 40 ETFs in the last 5 years he advises on the market positioning for new ETFs. His firm develops marketing programs for ETF providers with a focus on digital marketing, content development, distribution, and product strategy. Prior to ETFI, Mr. Cronan was the President of Marketing at ETF Issuer and White Label Firm, Exchange Traded Concepts having launched ETFs on their platform and other platforms. Prior to his role in marketing ETF’s, he was the VP of Sales & Marketing for ETF.com, starting with Index Universe. Prior to ETF.com, Mr. Cronan held several executive level marketing positions in publishing companies most recently with The Financial Times of London (Ignites, Fundfire, Medley Global, and Merger market.)