|John Spear - Speaker
Chief Investment Officer
|Wasif Latif - Speaker
Head of Global Multi-Assets
|Lance Humphrey - Speaker
Global Multi-Assets Portfolio Manager
|David Armstrong - Moderator
USAA Investments present how multi-factor equity and actively managed fixed income ETFs can be deployed to potentially enhance a portfolio’s risk adjusted return.
The equity segment covers single vs multi-factors; benefits of a bottom-up and risk-weighted approach; and why value and momentum have historically lower correlations and may be all-season factors.
The fixed income segment reviews why USAA is a firm believer in active fixed income management; why the team likes “beat up and dislocated markets” and the benefit of their yield focused, bond-by-bond, bottom-up approach.
Attendees will learn:
How core beliefs guide USAA’s investment approach
Global expected returns compared to history
Value and momentum factors in today’s market environment
Using factor-based investments in a diversified portfolio
*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.