It’s Time to Re-think Your Preferreds – Innovator ETFs – 11.11.20

Overview:
Title: It’s Time to Re-think Your Preferreds
Date: Wednesday, November 11, 2020
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand.

From the firm that was the first to introduce Defined Outcome ETFs to investors, Innovator Capital introduces EPRF, the only ETF that holds 100% investment grade preferred stocks. In a market environment that can feel skittish, investors seek reliable streams of income. Compared to other investments that have historically offered higher yields, such as high yield, senior loans, and preferred ETFs that offer broad preferred market exposure, EPRF offers competitive yields, but without compromising on credit quality. Join us as we present EPRF, and discuss how it is constructed and how to use it in client portfolios.

Speakers:
Graham Day, CFA Graham Day, CFA Vice President of Product & Research Innovator Capital Management

Graham joined Innovator Capital Management in 2017 and is vice president of product & research, responsible for product development, capital markets and research efforts. Prior to joining Innovator, Graham was SVP – head of product & research at a startup ETF issuer and a Senior Strategist at Invesco PowerShares. He has been quoted in CNBC.com, TheStreet.com, FA magazine, FOX Business and Investopedia.com. Graham is a CFA charter holder, a member of the CFA Society of Chicago and holds a bachelor’s degree from Wheaton College.
Bruce Bond Bruce Bond Co-Founder & CEO Innovator Capital Management

Bruce is co-founder and CEO of Innovator Capital Management. Having cofounded Power Shares Capital Management in 2003, he is recognized as one of the pioneers of the ETF industry. His leadership, creativity and entrepreneurial vision challenged the conventional thinking about ETFs and blazed a trail that made way for the massive growth of what is known today as smart or strategic beta. In addition to being recognized for best-in- class products, Bruce has been named the ETF industry’s most influential person on multiple occasions. He is a thought leader and has been quoted in financial publications around the globe.
Joe Becker Joe Becker Director of Portfolio Strategy Milliman Financial Risk Management

Joe is the Director of Portfolio Strategy at Milliman Financial Risk Management. Prior to joining Milliman, Joe was an ETF strategist at Invesco, where he covered income-focused ETFs. He has been a regular speaker at industry conferences and has been quoted in leading financial publications including The Wall Street Journal, Barron’s, Financial Times and Bond Buyer.
Investing involves risks. Principal loss is possible. The Fund’s return may not match the return of the Index. Along with general market risks, an ETF that concentrates its investments in the securities of a particular industry, market, sector, or geographic area may be more volatile than a fund that invests in a broader range of industries. Additionally, the Fund may invest in securities that have additional risks. Foreign companies can be more volatile, less liquid, and subject to the risk of currency fluctuations. This risk is greater for emerging markets. Small- and mid-cap companies can have limited liquidity and greater volatility than large-cap companies. Also, ETFs face numerous market trading risks, including the potential lack of an active market for Fund shares, losses from trading in secondary markets, periods of high volatility and disruption in the creation/ redemption process of the Fund. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. ETFs are bought and sold at market price and not individually redeemed from the fund. Brokerage commissions will reduce returns.

The fund invests in preferred securities which may be subject to many of the risks associated with debt securities, including interest rate risk. The fund invests in equity securities which may be subject to volatile price fluctuations. Because the fund is non-diversified and can invest a greater portion of its assets in securities of individual issuers than a diversified fund, changes in the market value of a single investment could cause greater fluctuations in share price.

The Fund’s investment objectives, risks, charges and expenses should be considered before investing. The prospectus contains this and other important information, and it may be obtained at innovatoretfs.com. Read it carefully before investing.

Innovator ETFs are distributed by Foreside Fund Services, LLC.