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An RIA’s Perspective on Preparing Client Portfolios for Lower Future Returns
Equity markets have continued to climb upward, but bond markets continue to trend downward. Clients relying on the stability of what bonds have historically offered, are likely to be disappointed with expected future returns. We believe clients need investment solutions that allow them to capture the upside of the equity market, while managing the risk and limiting the volatility in their portfolios. Innovator’s Defined Outcome lineup seeks to allow clients to reduce downside risk through a built-in buffer and also maintain the upside potential of SPY or QQQ, to a cap.

Speakers:
- Graham Day, CFA, VP of Product & Research of Innovator ETFs
- RIAs, TBD

→ Approved for one hour of CFP®/CIMA®/CPWA®/CIMC®/RMA® CE credit for live webcast attendees
→ CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker


The Funds have characteristics unlike many other traditional investment products and may not be suitable for all investors. For more information regarding whether an investment in the Fund is right for you, please see “Investor Suitability” in the prospectus.

Carefully consider the investment objective, risks, charges, and expenses contained in the prospectus at innovatorefs.com. Read carefully.

There is no guarantee the fund will achieve its investment objective. Investors purchasing shares after an outcome period has begun will be exposed to enhanced downside risk.

Distributor: Foreside Fund Services, LLC.

May 19, 2021 01:00 PM in Eastern Time (US and Canada)

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Speakers

Graham Day, CFA
VP of Product and Research @Innovator ETFs
Graham joined Innovator Capital Management in 2017 and is vice president of product & research, responsible for product development, capital markets and research efforts. Prior to joining Innovator, Graham was SVP - head of product & research at Elkhorn Investments and a Senior Strategist at Invesco PowerShares. He has been quoted in CNBC.com, TheStreet.com, FA magazine, FOX Business and Investopedia.com. Graham is a CFA charter holder, a member of the CFA Society of Chicago and holds a bachelor’s degree from Wheaton College.
Wes Mattews, CFA
Director of Portfolio Solutions @Milliman Financial Risk Management
Wes is the Director of Portfolio Solutions as part of the Business Development group within Milliman Financial Risk Management. This group works with financial institutions and corporations on financial and capital markets risk management. Wes partners with portfolio managers, broker/dealers, model strategists and other asset managers to help determine how Milliman’s various Managed Risk Strategies can be used most effectively in investment portfolios.