When building a wholistic multi-asset class investment plan, it is important to consider an investor’s entire portfolio of assets, alongside market risk tolerance and near term volatility. What are some of the ETF strategies that can provide market access opportunities in the new year?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock

Exchange, is joined by Nancy Davis, Portfolio Manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (ticker: IVOL) and The Quadratic Deflation ETF (ticker: BNDD), in discussing how her ETFs, IVOL and BNDD, fit within modern portfolios and how they differ from traditional investment options.

Douglas and Nancy discuss: 

• Her pioneering vision for the ETF industry
• The biggest challenges as 2022 closes, and how should investors be managing interest rate risk in the new year
• Where the IVOL ETF can fit within a model portfolio
• How should advisors consider IVOL across traditional investment planning

Resources

• WealthManagement.com 
• IVOL ETF

Connect with Douglas Yones

• LinkedIn: Douglas Yones, ChFC®
• LinkedIn: Informa
  

Connect with Nancy Davis

• LinkedIn: Nancy Davis
• Quadratic Capital Management
  

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