How do you tap into innovation? With more choices than ever
Anyone can say they’re an innovator. Having a clearly defined process for screening, scoring, and incorporating innovation into your portfolio is critical. As investors have more information and choices than ever before, providing clarity and simplicity is a core value proposition for many financial advisors.
For more than 20 years, the Invesco Nasdaq innovation suite has helped investors gain access to the most innovative companies available. And now the suite has expanded to offer more ways to align with investor goals.
In this webinar, Invesco, Nasdaq and Sustainalytics will explore the world of innovation, including key considerations for investors when researching the space and ways to effectively invest in it.
- How to identify a good innovation strategy
- The methodology behind Nasdaq’s renowned indexes and their research in innovation
- How to incorporate innovation into a portfolio with the investor’s goals in mind
Cybersecurity: The Investment Theme for a Secure Future
As the world becomes more digitally connected, cybersecurity’s role in business, technology, and society has become mission critical. Simply put, the modern world is built on cybersecurity. Without it, capital cannot flow freely, information cannot be stored safely, and businesses, governments and critical infrastructure cannot operate securely. Hear from CrowdStrike, a leading cybersecurity company, along with the Consumer Technology Association (CTA), and First Trust on noteworthy trends in cybersecurity as well as the importance of the cybersecurity investment theme. The Nasdaq CTA Cybersecurity Index (NQCYBR) is tracked by the world’s largest cybersecurity ETF, the First Trust Nasdaq Cybersecurity ETF (CIBR).
The index is comprised of cybersecurity companies, classified by the Consumer Technology Association (CTA), this index provides investors with a way of tracking and accessing this critical theme.
Yield is Just a Number: How Nasdaq Dorsey Wright’s Approach Can Help Investors Meet Cash Flow Needs
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. 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.
Keep Your Options Open: Access the Nasdaq-100 with Options Strategies
The Nasdaq-100 has been a powerful tool for many investors. Its history has inspired some asset managers to innovate – seeking ways to adapt the Nasdaq-100 to meet a breadth of investor needs like higher yields, reduced volatility, lower downside capture or even the potential for increased returns. Each of these innovations is powered by a different strategic options overlay.
Join us to hear from three different asset managers on their unique approaches to using options strategies with the Nasdaq-100.
Tom Dorsey on Selecting the Outperformers in the Nasdaq-100
We’ve gathered the experts on momentum investing for an informative discussion about opportunities in today’s market.
Tom Dorsey, co-founder of Dorsey Wright & Associates, will explore the history and philosophy of the firm, and how his unique take on stock-picking—the development of “relative strength” modeling—made Dorsey Wright a pioneer in the investing world. He’ll offer his views of current market sentiment and why he’s a firm believer in the benefits of rules-based investing.
Jay Gragnani of Nasdaq Dorsey Wright will discuss the Nasdaq-100 Dorsey Wright Momentum Index, a unique momentum-based strategy that identifies the top-performing companies in the bellwether Nasdaq-100 Index. Jay will explain how relative strength works and how stocks are selected—or dropped—each quarter.
Finally, Simeon Hyman of ProShares will highlight the only ETF that tracks this index—ProShares Nasdaq-100 Dorsey Wright Momentum ETF (QQQA). Simeon will demonstrate ways to fit QQQA into investor portfolios.
A Q&A session will follow the main presentation.
Don’t miss it! Register now.
Semiconductors: The Building Blocks of Today’s Thematic Tech Landscape
You probably don’t think of trucks, refrigerators, or LED lightbulbs as high-tech devices, but all of them require one component to function: Semiconductors. Across industries from health care and transportation to clean energy and artificial intelligence, technological advances have made semiconductors one of the most important – and under-appreciated, components on the planet. The PHLX Semiconductor Sector Index (SOX) has become one of the best-known and most widely tracked subsector indexes. Launched in 1993, this index consists of the top 30 securities by market capitalization in the semiconductor industry, as defined by ICB’s subsector classification
Biotech: A True Benchmark for Technology-Driven Innovation in Healthcare
The Nasdaq Biotechnology Index (NBI) launched in 1993, when the industry was still in the midst of the original “biotech revolution”. Since then, its constituent basket has swelled from roughly 100 components to 274, reflecting the tremendous growth in the sector taking place within the small cap space – the overwhelming majority of which has stemmed from IPOs on the Nasdaq Stock Exchange.
As the biotech industry, and the Nasdaq Biotechnology Index, enter a new phase of growth, it’s more important than ever for investors to consider holding a meaningful allocation to this core sector.
Head in the Cloud? You’re in Good Company
The digital world touches more areas of life than ever before. Whether it’s working remotely, watching TV, making a dinner reservation, or “visiting” the doctor, chances are you’re using cloud technology.
Rethink the “40” in your 60/40: Why Alternative Income Deserves a Slice of the Traditional “40” Fixed Income Allocation
In this webcast, Scott Kefer, CFA, Senior Portfolio Manager, Kevin Bales, CFA, Associate Portfolio Manager at VictoryShares and Solutions, and Ian Saunders, Sr. Analyst at Nasdaq Dorsey Wright will discuss alternative income strategies and their ability to offer the trifecta of benefits many investors seek: attractive income, low correlation to both stocks and bonds, and a level of volatility similar to traditional bonds.
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.
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.
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.
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
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.
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