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| John Spear - Speaker Chief Investment Officer USAA Investments |
Wasif Latif - Speaker Head of Global Multi-Assets USAA Investments |
Lance Humphrey - Speaker Global Multi-Assets Portfolio Manager USAA Investments |
David Armstrong - Moderator Editor-in-Chief WealthManagement.com |
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.
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