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Changing Winds: Navigating the cycle with factors

Thursday, May 09, 2019 | 2:00 PM EDT

Katrina L. Price, CAIA - Presenter
Assistant Vice President and Investment Director
Wellington Management


James Seyffart - Moderator
ETF Research Analyst
Bloomberg Intelligence


This interactive discussion with Katrina Price, CAIA, Investment Director with Wellington Management, will explore the concept of factor investing, how factors have driven market performance overtime, and why investors may want to consider multi-factor approaches for their portfolios. Wellington Management is the sub-adviser for the Virtus Global Factor Opportunities (VGFO) ETF.

Webinar attendees will learn: 
•        What are factors and how they shape risk and return
•        How factor performance varies throughout the cycle
•        Implementing a factor portfolio and why dynamic multi-factor

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

ETFs distributed by ETF Distributors, LLC, an affiliate of Virtus ETF Advisers LLC

Wellington Management Company LLP is a SEC-registered investment adviser and an independent and unaffiliated sub-adviser to Virtus ETF Advisors LLC.

Please consider the Fund’s objectives, risks, charges, and expenses before investing. Contact us at 1.800.243.4361 or visit for a prospectus, which contains this and other information about the Fund. Read the prospectus carefully before investing.

Not insured by FDIC/NCUSIF or any federal government agency. No bank guarantee. Not a deposit. May lose value.

Distributed by ETF Distributors, LLC, an affiliate of Virtus ETF Advisers LLC.


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