On Demand Webcast: Factor Investing Takes on Added Importance in Volatile Markets

Factor investing is worth revisiting in today’s turbulent environment, particularly for investors considering US equity exposure.

  • Historically low yields may not provide the same diversification benefits as in the past – and also may not be adequate to meet investors’ return and income goals.
  • The risk of higher rates and rising inflation, both of which have the potential to derail many fixed-income investments.
  • Record high valuations in the stock market may leave investors overexposed.
  • A lack of guidance on how to construct a well-diversified portfolio that may help investors achieve their goals without taking on unnecessary and unexpected risks.

Accepted for one hour of CFP® CE Credit and CIMA®, CIMC®, CPWA®or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of  CE Programs for CFA Charterholders.

Sponsored by: Global Beta Advisors

Webcast with Global Beta Advisors

Justin LowryJustin Lowry
President and Chief Investment Officer
Global Beta Advisors

Justin Lowry is the President and Chief Investment Officer of Global Beta Advisors. Justin’s responsibilities include the oversight of investment activity, market research, and product development at Global Beta Advisors. Justin joined the firm as an executive member upon its foundation. Prior to working at Global Beta Advisors, Justin worked at Oppenheimer Funds as Head of Research and Product Development for its Beta Solutions ETF business from 2015 until 2017, which at the time, held over $2 billion in assets in the RevenueShares ETF suite. One of the cornerstone ETFs in the business, RDIV, won the ETF Innovation “Smart Beta ETF of the year” award (Click here for more information about the award, contestants, and its qualifications). From 2010 until 2015, Justin served as CIO for Index Management Solutions, a subsidiary of VTL Associates, which served as a subadvisor, providing custom portfolio solutions, portfolio management, and trading services to many ETF issuers that summed to $2 billion in management. Those funds included the RevenueShares ETFs, KraneShares China ETFs, and several ETF issuers who launched their funds through Exchange Traded Concepts. Prior to the inception of Index Management Solutions, Justin worked as an analyst at VTL Associates since 2008. Justin earned his B.S. in business management from Saint Joseph’s University.

Mike CronanMike Cronan
ETF Insight

Mike Cronan is an ETF Industry thought leader who is currently the President of ETF Insight (ETFI), a NY based full-service content marketing firm who writes for and consults with several ETF issuers. Having consulted on the launch of over 40 ETFs in the last 5 years he advises on the market positioning for new ETFs. His firm develops marketing programs for ETF providers with a focus on digital marketing, content development, distribution, and product strategy. Prior to ETFI, Mr. Cronan was the President of Marketing at ETF Issuer and White Label Firm, Exchange Traded Concepts having launched ETFs on their platform and other platforms. Prior to his role in marketing ETF’s, he was the VP of Sales & Marketing for ETF.com, starting with Index Universe. Prior to ETF.com, Mr. Cronan held several executive level marketing positions in publishing companies most recently with The Financial Times of London (Ignites, Fundfire, Medley Global, and Merger market.)


Before investing you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other information is in the prospectus or summary prospectus. A copy may be obtained by visiting www.globalbetaetfs.com or calling (833) 933-2083. Please read the prospectus or summary prospectus carefully before investing. Past performance is no guarantee of future results.

The characteristics and metrics shown are for the underlying securities in the fund’s portfolio and do not represent or predict the performance of any fund. Forward looking metrics are used to help provide insight into future business performance based on historical data. Forward looking data does not guarantee the future success of a company or that it will achieve a favorable outcome.

Risk Considerations
Investing involves risk including the possible loss of principal. There can be no guarantee that the Fund will achieve its investment objective. The Funds are subject to the principal investment risks noted below, any of which may adversely affect the Fund’s net asset value (“NAV”), trading price, yield, total return, and ability to meet its investment objective.

Non-diversified risk. The Fund is considered “non-diversified” and may be more susceptible to a single adverse economic or regulatory occurrence affecting one or more of these issuers, experience increased volatility, and be highly invested in certain issuers than a diversified fund.

Factor Risk. The fund’s underlying index, and thus the Fund, seeks to achieve specific factor exposures. There can be no assurance that targeting specific factors will enhance the Fund’s performance over time, and targeting exposure to those factors may detract from performance in some market environments.

Growth Securities Risk. The Fund invests in growth securities, which may be more volatile than other types of investments, may perform differently than the market as a whole, and may underperform when compared to securities with different investment parameters. Under certain market conditions, growth securities have performed better during the later stages of economic recovery (although there is no guarantee that they will continue to do so). Therefore, growth securities may go in and out of favor over time.

Momentum Securities Risk. Stocks that previously exhibited high momentum characteristics may not experience positive momentum or may experience more volatility than the market as a whole.

Small- and Mid-Capitalization Securities Risk. The securities of small- and mid-capitalization companies generally trade in lower volumes and are subject to greater and more unpredictable price changes than larger capitalization stocks or the stock market as a whole. Small- and mid-capitalization companies may be particularly sensitive to changes in interest rates, government regulation, borrowing costs, and earnings.

Distributor: Compass Distributors, LLC

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