Amid ongoing market volatility and uncertainty, the fixed income positioning decisions that investors make can have material performance and risk implications for their portfolios. The modernization of fixed income markets and the fixed income ecosystem are helping expand the universe of fixed income ETFs, making it possible for investors to construct and manage portfolios with greater efficiency and precision. Now more than ever, it’s imperative to look under the hood to determine which bond ETFs can best help meet clients’ portfolio needs.
In this session, BondBloxx, who is solely focused on fixed income ETFs, will help advisors:
- Hear the latest bond market insights
- Learn how to evaluate which bond ETFs can help meet their unique views and portfolio construction needs
- Deepen their knowledge of ETF use cases for specific fixed income exposures, including U.S. Treasuries, high yield bonds, and emerging market bonds.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Joanna Gallegos
Co-Founder
BondBloxx Investment Management
JoAnne Bianco, CFA®
Partner
BondBloxx Investment Management
Douglas M. Yones, ChFC - Host
Head of Exchange Traded Products
New York Stock Exchange
Carefully consider the Funds’ investment objectives, risks, charges, and expenses before investing. This and other information can be found in the Funds’ prospectus or, if available, the summary prospectus, which may be obtained by visiting www.bondbloxxetf. com. Read the prospectus carefully before investing.
There are risks associated with investing, including possible loss of principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. Investing in mortgage- and asset -backed securities involves interest rate, credit, valuation, extension and liquidity risks and the risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on.
Distributor: Foreside Fund Services, LLC.