Making Investing In Emerging Market Equities More Approachable

Thursday, April 18, 2019 | 2:00 PM Eastern Daylight Time

Todd Mathias
Vice President, Senior ETF Product Specialist
Franklin Templeton

 

Nate Williams
Vice President, ETF Team Director- Retail
Franklin Templeton

 

David Armstrong - Moderator
Editor-in-Chief
WealthManagement.com

 

After a long bull market in the U.S. caused many portfolios to become very U.S. equity-centric, 2019 has seen a shift in greater focus placed on the importance of asset allocation. Emerging market equities, in particular, are being evaluated as an attractive investment opportunity due to ongoing reforms, a robust earnings outlook, and attractive valuations when compared to U.S. equities.

However, many investors may remain under-allocated or absent emerging market equities due to a home country bias, fears of increased volatility and perceived investment risk. Whether investors find themselves needing to increase their allocation – or having to add it back into their portfolio – many agree that emerging market equities are an important part of long-term strategic asset allocation.

Emerging markets smart beta ETFs may be an affordable means of pursuing portfolio outcomes while addressing some of the concerns investors have about emerging markets. Smart beta ETFs offer a factor-based and transparent approach to security selection. A clear understanding of the methodology and desired outcomes may help investors set and maintain a strategic asset allocation, creating a more approachable way to invest.

In this webinar, we will discuss the following topics:

  • Why emerging market equities are a compelling opportunity
  • A review of Smart Beta ETFs
  • What outcomes a multi-factor strategy with a focus on quality can help you achieve

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

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All investments involve risks, including possible loss of principal. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Special risks are associated with foreign investing, including currency fluctuations, economic instability and political developments. Investments in developing markets involve heightened risks related to the same factors, in addition to those associated with these markets’ smaller size, lesser liquidity and lack of established legal, political, business and social frameworks to support securities markets. 
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