The Evolution of Low Volatility – FlexShares Exchange Traded Funds – 9.4.19

Summary:

Now On Demand.

The combination of an inverted yield curve and ongoing trade tensions amongst the U.S. and China, has left the current economic environment in an uncertain state and increasingly volatile markets. Advisors and investors are searching for ways to strategically navigate the indefinite market. FlexShares recently launched three new low volatility funds within three different markets utilizing one quality low volatility strategy in an effort to provide advisors with an effective and efficient tool to potentially construct, allocate and manage outcome-oriented portfolios, even in the most uncertain of economic times.

Please join Chris Huemmer, CFA, Senior Investment Strategist, FlexShares Exchange Traded Funds and David Partain, Head of Marketing, FlexShares Exchange Traded Funds, to learn how your investor’s portfolios could potentially benefit from these strategies in the current economic environment.

Key Points of Discussion:

• How volatility can impact client portfolios
• Why/how applying the quality factor to a low volatility strategy can be important
• Quality factor may potentially helping reduce volatility & add incremental returns
• Why we believe targeting tighter sector exposures and regional exposures is essential

Speakers:

David is Director of Marketing for FlexShares — the Northern Trust Exchanged Traded Funds Group, with responsibility for all marketing programs and brand management.

David has over 20 years of industry experience. Prior to joining the Exchange Traded Funds Group in February 2015, he served as the Investment Marketing Manager for Northern Trust’s Wealth Management division. Before joining Northern Trust, he held numerous marketing positions including at Van Kampen Funds and First Trust Portfolios. He has worked in a sales or marketing leadership capacity in several industries including television, consulting and oil & gas. David started in the industry as a fixed income portfolio trader.

In 2014, David was recognized with the Twenty Rising Stars in Financial Marketing by the Gramercy Institute for outstanding achievement within the industry.

David is a graduate of Wheaton College (B.A. in Communications & Public Relations), the University of Pennsylvania’s Wharton School, Securities Industry Institute Program, and Liberty University (M.A. in Leadership & Management). He has also held a FINRA Series 7, 63 & 66 Licenses.

David is an avid soccer fan and his tweets often reflect the glory of Manchester United.

Christopher Huemmer is a Senior Investment Strategist for FlexShares Exchange Traded Funds (ETFs). He is responsible for equity strategy and provides equity product development, investment strategy and related ETF product expertise to the team. Christopher serves as the catalyst and conduit for turning Northern Trust Asset Management’s investment thought leadership into successful ETF products. He leverages the firm’s portfolio management and construction skill sets and engages with client-facing partners to identify and develop innovative ETF investment strategies.

Prior to being named Senior Investment Strategist for ETFs, Christopher worked at Zacks Investment Research for 12 years, where he served as Director of Index Services, focusing on quantitative index strategies to be replicated in ETFs as well as other structured products.

Christopher received a BS degree from Cornell University and is a CFA charterholder. He is a member of the CFA Society of Chicago and the CFA Institute.