Rethinking the Traditional 60/40 with Buffer ETFs – Innovator – 9.29.26

Summary:

NOW ON DEMAND
CE Available

For decades, the 60/40 portfolio has served as a foundation for balancing growth, income and risk. But as market dynamics evolve, investors may benefit from expanding the tools they use to manage volatility and pursue more consistent outcomes.

In this webcast, we’ll explore how Buffer ETFs can complement traditional fixed-income allocations and help strengthen the defensive side of a portfolio.

We’ll cover:

• Why today’s market environment may call for a more diversified approach to portfolio defense
• How a 60/20/20 allocation can balance growth, income and built-in risk management
• Where bonds and Buffer ETFs can each play a role – and how they may work together

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Andrew Nelson, CFA, is the Director of Product Strategy at Innovator ETFs. In his role, Andrew oversees product strategy, product management, and implementation, driving innovation and growth for the company.

Prior to joining Innovator, Andrew was the Director of ETF Due Diligence at Invesco, supporting the firm’s ETF business development efforts within the Wealth Management Platforms division. With extensive experience in financial analysis, strategic planning, and the overall ETF industry, Andrew is dedicated to advancing innovative ETF solutions and expanding market opportunities.

Grant is a Regional Director for Innovator ETFs, responsible for distribution efforts in the Great Lakes Region. He has been instrumental in the Buffer ETF landscape, helping pioneer the space over the past 7 years. Grant holds his B.S in Finance from Taylor University.