Webinar

Investing in Low-Volatility, High Quality Stocks to Play Portfolio Defense

A discussion of the potential benefits of owning a basket of high-quality stocks with relative price stability given the current market and economic outlook. During this seminar, listeners will hear the case for multi-factor based investing strategies from one of the leading non-beta ETF providers, First Trust. Topics include what factors are commonly used, how these factors have performed over time, and the reasons many advisors have gravitated toward the First Trust Capital Strength ETF.

Webinar

Emerging Technologies in Emerging Markets

Despite the fact that EMs are home to the greatest proportion of consumers, with the highest contributions to global consumption, many investors have a myopic focus on US technology stocks when it comes to growth. But with rising purchasing power and internet-connected populations unrivaled by more advanced developed markets, Emerging Markets present attractive growth opportunities for investors looking to gain exposure to the booming internet and e-commerce theme.

Webinar

2021 Outlook: The Innovation Economy

While the election has dominated recent headlines, the markets have continued to climb out of the Covid-recession. There have been winners and losers, and many of the winners have been companies focused on disruption and innovation. But will innovators continue to boom in the next year, or will returns normalize as the economy recovers? In this webinar, the experts from Invesco will walk through how they’re helping redefine what it means to invest in innovation, and our market outlook for 2021.

Webinar

Investors Need Yield: A Distinct Nasdaq Dorsey Wright Approach for a Zero-Yield World

Meeting cash flow needs through distributions is becoming challenging with Treasury yields at rock bottom levels and investors enduring widespread dividend cuts this year. Trying to generate a meaningful yield often means unacceptable credit risk at a time when the bankruptcies are just starting to get announced following months of government-mandated shutdowns. For investors looking to fund their day-to-day lives, a better approach may be to focus on maximizing risk-adjusted returns and manufacturing a distribution to meet individual cash flow needs while managing risk and return. Target distribution strategies seek to leverage a modern portfolio theory approach focused on risk-adjusted returns to deliver steady cash flow to investors while maintaining the principal over the long-run.

In this webinar, participants will learn about:

  • Meeting cash flow needs for clients in the current zero-yield environment is and will remain challenging for financial advisors
  • Using a unique target distribution approach to meet cash flow needs without subjecting investors to excessive risk
  • The Nasdaq Dorsey Wright and HANDLS Indexes approach to target distribution
  • The potential benefits of a target distribution strategy for retirees
Webinar

Thematic Investing: Catch the NEXT Wave of Innovators

In this webcast, Scott Kefer, CFA, Senior Portfolio Manager at VictoryShares and Solutions, and Mark Marex, Research & Development Specialist at Nasdaq Global Information Services, will discuss thematic investing in next-generation innovators. They will dig deeper into why the Nasdaq Exchange draws forward-thinking companies to list on this exchange, as well as discuss opportunities to invest in tomorrow’s disruptors earlier in their lifecycle.

You will learn:

  • How the Nasdaq Q-50 Index offers exposure to the next generation of market leadership—the 50 stocks that are next-eligible for inclusion in the Nasdaq-100 Index®
  • Why forward-thinking innovative companies are drawn to list on the Nasdaq Stock Exchange
  • What are some common attributes of next-generation innovators
  • How the Nasdaq Q-50 Index aligns with and complements the time-tested Nasdaq-100 Index
  • How investors can enhance diversification while still participating in a tech-heavy growth strategy
  • How to allocate to a thematic ETF in a portfolio

Scott and Mark will be available to answer your questions following the presentation.

Webinar

Discover the Investment Opportunities in Junior Biotechnology

In the midst of a global pandemic there has never been more focus on the companies that are developing the vaccines, and treatments to help people live longer, and healthier lives. Investors have already shown interest and commitment to investing in biotechnology with over $20 Billion of capital already allocated to biotechnology ETFs. Please join Defiance ETFs, and Nasdaq in discussing the most recent way to invest in biotechnology with the Defiance Nasdaq Junior Biotechnology ETF-ticker: IBBJ. IBBJ allows investors to gain targeted exposure to mid, and small-cap biotechnology equities and offers more of a “pure-play” way to access research and development spending in biotech.

What you will learn:

  • What defines junior biotechnology equities?
  • The investment case for mid and small-cap “junior” biotechnology equities
  • Why IBBJ makes sense for targeted exposure to junior biotechnology
Webinar

Looking for Income with Covered Call Strategies

In today’s low interest rate environment, finding meaningful sources of yield can prove challenging for income-oriented investors. At the same time, as equity markets touch all-time highs despite difficult economic conditions, investors are questioning the further upside in stocks. In this webinar, we explore how covered call strategies may be useful in this environment, as they can be used to generate income and potentially mitigate downside risks.

You will be learning:

1) Understand the challenges associated with finding income in the current macro environment
2) Understand what a covered call strategy is and how it works
3) Gain knowledge of the market environments best suited for a covered call strategy
4) Discover the importance Nasdaq 100 Index can be used as an income generating solution

Webinar

Redefining Income Generation and Risk Mitigation Using the Nasdaq-100

Low interest rates and volatility’s return have made it difficult to source income from traditional bond investing and inspired investors to rethink risk management.

In this webcast, Nasdaq’s Phil Mackintosh discusses the factors shaping the markets and the lower-for-longer yield outlook. Nasdaq’s Efram Slen reviews the composition of the Nasdaq-100 and its relevance to today’s income investor and Jonathan Molchan of Harvest Volatility Management introduces the Nationwide Risk-Managed Income ETF (NUSI), an ETF that targets high current income using the Nasdaq-100.

Join us to discuss:

  • Factors shaping the markets and the lower-for-longer yield outlook
  • Composition of the Nasdaq-100 and its relevance to today’s income investor
  • The value proposition and use cases for the Nationwide Risk-Managed Income ETF (NUSI)

Phil, Efram and Jonathan will be available to answer your questions following the presentation.

Commentary

TrackInsight Names Nasdaq as its Exclusive Distributor in North America

In order to accelerate its presence in North America, TrackInsight has joined with Nasdaq to distribute its services to financial institutions and promote the usage of the platform amongst its network of investment professionals.

Webinar

Accessing the Nasdaq 100 with Built-In Buffers

Defined Outcome ETFs have proven to be a remarkable tool for managing portfolio risk, especially during volatile markets.

In this webcast, Ben Jones, from Nasdaq, breaks down the composition of the Nasdaq 100 Index and its relevance in the markets today. Bruce Bond, CEO of Innovator, introduces the Innovator Nasdaq-100 Power Buffer ETFs, and Graham Day, also of Innovator, explains how these ETFs can be used in client portfolios. Advisors will:

  • understand the composition and constituents of the Nasdaq 100 index
  • learn about defined outcome investing as a risk management tool
  • explore ways in which Buffer ETFs can be used in client portfolios

Bruce, Graham, and Ben will be available to answer your questions following the presentation.

Webinar

The Long-Term Allure of Dividend Growth

In this webcast, Scott Kefer, Lance Humphrey and Pat Wolf will discuss Dividend Growth ETFs and opportunities in the current market. They will examine the difference between two popular approaches to dividend investing—dividend growth ETFs and high dividend ETFs— and explain why dividend growth is often considered a catalyst for long term capital appreciation.

This webinar will cover:

  • What are Dividend Growth ETFs?
  • What are some common characteristics (the fundamental profiles) of dividend growth companies?
  • Why is it important to capture dividend growth stocks earlier in their lifecycle?
  • How to incorporate Dividend Growth ETFs in clients’ portfolios

Scott, Lance and Pat will be available to answer your questions following the presentation.

Webinar

Factor Rotation to Capture U.S. Large Cap Returns after a Market Downturn

There are large disparities across factors within the U.S. Large Cap asset class, and factor rotation provides opportunities to capture return disparities. Nearly every portfolio has an allocation to U.S. Large Cap and we will discuss using a Large Cap Factor Rotation strategy to complement or replace an existing U.S. Large Cap allocation. Especially after a market downturn, a factor rotation strategy can be beneficial to help adapt to leading factors as they rebound rather than getting in these factors too soon. Using a systematic quantitative approach, a factor rotation strategy removes the emotion from the decision-making process.

Participants will learn:

  • How Factors Rotate During a Market Downturn and Rebound
  • What “Opposite Side” Factors are and how they can impact investment portfolios
  • What strategy can be used to come into or out of a specific factor
  • How Factor Rotation is different from Factor Blending
  • Introduction to the First Trust Lunt U.S. Factor Rotation ETF (FCTR)

Our presenters will be available to answer live questions during the webinar.

This webinar is for financial professionals only and is not open to the public.

Webinar

The Explosive Growth in E-Commerce in the Coronavirus World

In this webcast, we’ll explore how advisors can capitalize on the explosive growth in e-Commerce. In our interconnected world, significant disruptions underscore the need for resilient supply chains. We will explore the risks posed by COVID-19 to economic growth, particularly with respect to the consumer, cold storage, and cannabis. It’s an arms race for space as there is an insatiable demand to receive packages in a day or less. The era of ‘last mile’ revolution is just getting started and participants will learn how to access the best-in-class warehouse/distribution facilities. You will learn:

  • How COVID-19 has become a catalyst for many to find workarounds that could become permanent, leading to lower demand in certain property sectors (e.g., telecommuting/office, e-commerce/retail).
  • How to capitalize on the buildout of eCommerce distribution and last mile facilities in investment portfolios.
  • Identify the powerful structural trends in eCommerce, cold storage (grocery), and cannabis and the companies that stand to benefit from the emergence of those trends.
  • Why logistics and industrial properties are highly specialized, mission critical, assets for eCommerce.
  • How secular changes in consumer habits and demographics are leading to cannabis, grocery, and e-Commerce growth over the next decade.
  • The diversification effects of e-Commerce infrastructure as low correlation assets with differentiated risk/return profiles to other asset classes.
  • How to get exposure to these industries via a thematic ETF.

Our presenters will be available to answer live questions during the webinar.

This webinar is for financial professionals only and is not open to the public.

White Paper

Using NDX Option Strategies to Improve Risk-Adjusted Returns

Today’s investors are fully aware of the perils of downside stock market risk. There is also a concern for their need to have enough money to retire which has led to advisory discussions on ways to participate in market gains while mitigating principal drawdowns.

Webinar

Portfolio Protection and Income Generation using Nasdaq-100 Index Options

Advisors are constantly faced with questions of how to protect your portfolio and generate income. Join Nasdaq’s Sean Feeney, Business Strategy and Product Development, US Options, and Efram Slen, Director of Product Development, Global Index Research, as they discuss the various ways advisors utilize the Nasdaq-100 as a tool for mitigating risk and enhancing yield for your portfolios. Sean and Efram walk through some simple Index Option strategies you can start leveraging today and why it matters for advisors.