Bruce Bond, co-founder of Innovator Capital, will present his experience in pioneering the Defined Outcome / Buffer ETF space, and speak on how these can address both equity and fixed income headwinds. Currently, despite a resilient labor market, macro headlines and client conversations continue to be dominated by recession fears… justifiably. Never in history has the Fed hiked rates with inflation above 5% and been able to get inflation under control without a recession. Asset classes across the board have taken a beating, leaving what options for the advisor? Buy more bonds? Cautiously add to equities or sit on the sidelines? Innovator has seen roughly ~$3.2 billion inflow YTD, and for good reason. These Buffer ETFs give clients the following – 1:1 benchmark index exposure to a cap, a defined amount of downside protection (9%, 15%, 20%, or 30%), and a predictable reduction in volatility over 12 or 3 months.
Attendees Comments:
Great way to deal with sequence of return risk.
- Robert S.
It reiterates and thoroughly explains a collar strategy with liquidity. Very innovative.
- Stephen G.
It is a very interesting product. It sounds like a great product. I need more time to "sit" with the information.
- J T.
Great way to deal with sequence of return risk.
- Robert S.
It reiterates and thoroughly explains a collar strategy with liquidity. Very innovative.
- Stephen G.
It is a very interesting product. It sounds like a great product. I need more time to "sit" with the information.
- J T.