Video
Global & Emerging Markets
Webinar Details
Speaker Bios
Watch the video to learn about the benefits of dynamic risk-management
Why invest in global and emerging markets?
With strong earnings projections, low valuations, and the potential to bounce back after years of underperformance, global and emerging markets can provide an excellent growth opportunity for your clients.*
And by investing in these markets through dynamic, risk-managed separately managed accounts (SMAs), your clients can increase diversification and reduce correlation with U.S. developed markets.
Flexible Plan Investments offers mutual fund and ETF strategies that allow your clients to gain exposure to global and emerging markets without sacrificing risk management.
*Sources:
Fidelity, “Three reasons to invest internationally,” May 18, 2017, https://www.fidelity.com/viewpoints/financial-foundations/investing-in-international-stocks.
Ky Trang Ho, “Stock Market Strategies: Why You Should Buy Emerging Markets Now,” Forbes, Jan. 4, 2017, https://www.forbes.com/sites/trangho/2017/01/04/stock-market-strategies-why-you-should-buy-emerging-markets-now/#5eb2d69b2051
Webinar Details
Attend our “Investing in global and emerging markets … with less risk” webinar to learn:
- How your clients can get exposure to global and emerging markets through mutual funds or ETFs without sacrificing risk management.
- How adding these SMA strategies to their portfolio can provide opportunities for growth and diversification.
- How these strategies can offset the “home bias” in a client’s portfolio.
- Why global and emerging markets are undervalued, and why now is the time to invest.
- How these strategies perform in different market environments.
- Can’t make it? Register anyway, and we’ll send you an encore presentation.
Webinar details
Date: Thursday, January 18, 2018
Time: 4 p.m. (EST)
Duration: 60 minutes (45-minute presentation + Q&A)
Jerry Wagner
Founder and President
Flexible Plan Investments, Ltd.
Jerry C. Wagner is founder and president of Flexible Plan Investments, Ltd. Mr. Wagner recognized early on that technology and hedge fund techniques could be applied to help individuals successfully invest while managing their risk. After pioneering new techniques in market analysis, designing quantitative methodologies, and managing investment portfolios, Mr. Wagner founded Flexible Plan Investments in February 1981.
Tony Morales
Internal Sales Manager
Tony came to Flexible Plan Investments (FPI) in 2011 and discovered how strategic diversification could be the solution to delivering the kind of investment experience that clients have been seeking. Now, with over a decade in financial services, and seven years with FPI, Tony has played a valuable role in developing the internal processes and messaging of the services that FPI can deliver to independent financial advisors.
Investing in global
and emerging markets
… with less risk
Date: Thursday, January 18th, 2018
Time: 4:00 p.m. (EST)
Register for this webinar to learn how your clients
can invest in dynamically managed global and emerging markets without sacrificing risk management.
800-347-3539
Can’t make it?
Register anyway, and we’ll send you an encore presentation.
flexibleplan.com | 800-347-3539
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PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request. Please read Flexible Plan Investments’ Brochure Form ADV Part 2A carefully before investing.