Managed Risk Investing – Dynamic Allocation for Different Market Environments – Transamerica – 10.25.18

Summary:

Now On Demand.

Managing portfolio risk and hedging downside exposure isn’t always easy, exciting or attainable. Managed risk ETFs can provide the benefits of cost effective, transparent market exposure while providing dynamic access to multiple asset classes. Please join our team of experts as they discuss:

  • Understanding Volatility & How It Can Be Managed
  • Drawdown Risk, Market Cycles & Path Dependent Performance
  • Benefits of Dynamic Equity Exposure & Portfolio Construction Considerations


Sponsors of this webcast may contact registrants. This webcast is for institutional use only.

Speaker:

Wes Mathews, CFA
Director – Portfolio Solutions
Milliman FRM ( DeltaShares ETF Sub Advisor )

Wes is the Director of Portfolio Solutions as part of the Business Development group within Milliman Financial Risk Management. This group works with financial institutions and corporations on financial and capital markets risk management. Wes partners with portfolio managers, broker/dealers, model strategists and other asset managers to help determine how Milliman’s various Managed Risk Strategies can be used most effectively in investment portfolios.

Moderator: Travis Robinson, CFP
Senior Director, Western Region
S&P Dow Jones Indices

Travis is Senior Director, Western Region, for S&P Dow Jones Indices’ Financial Advisor coverage team. He is responsible for educating financial advisors on index-based investing with the aim of increasing the level and quality of due diligence across the industry. His mandate covers all asset classes and strategies available via our rules-based indices. His specific duties involve frequent and direct client contact through educational forums, webinars, partner-sponsored events and more focused delivery of S&P Dow Jones Indices research and content.

Overview:

Title: Managed Risk Investing – Dynamic Allocation for Different Market Environments
Date: Thursday, October 25, 2018
Time: 3:00 PM Eastern Daylight Time
Duration: 1 hour

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Important Information: DeltaShares® ETFs may only be sold by offering the fund prospectus. You should consider the investment objectives, risks, charges, and expenses of the funds carefully before investing. The prospectus contains this and additional important information regarding the funds. To obtain the prospectus and/or a summary prospectus, please contact your financial professional or visit www.deltashares.com. The prospectus should be read carefully before investing. RISKS Investing involves risk, including the possible loss of principal. There is no guarantee the strategies discussed will be successful or the ETFs will achieve their investment objectives. Company stocks, as well as stock of small- and mid-cap companies, could fall out of favor, and stocks may decline in price. Foreign investing, especially in emerging markets, has additional risks, such as currency and market volatility, and political and social instability. The use of hedging and derivatives could produce disproportionate gains or losses and may increase costs. Please see the funds’ prospectus for additional risks. ETFs are subject to market risk, including the loss of principal. Because Fund Shares trade at market prices rather than at net asset value (“NAV”), Fund Shares may trade at a price greater than NAV (premium) or less than NAV (discount). DeltaShares® are Exchange Traded Funds (ETFs) distributed by Foreside Fund Services, LLC (“Distributor”).