Events

New Investment Ideas: Trend or Fad?

Learn about recently launched innovative products and novel investment ideas that are resonating with clients today, including cryptocurrency-related investments, thematic portfolios and interval funds. With equity markets near all-time highs, we will also discuss how advisors are incorporating downside protection strategies, including structured products and tactically managed models, inside client portfolios. We will help answer the question: Are these new and innovative products just fads, or should I think about incorporating some of these new ideas in my client portfolios?