Market volatility has advisors exploring defensive strategies. But a thriving portfolio requires protection and growth. In this complex landscape, buffer ETFs can keep clients invested while protecting gains.
Despite a strong first half, volatility and tail risk remain top of mind for investors. A managed floor strategy could help give you core equity exposure while mitigating risk.
Join the experts at Innovator ETFs to learn all about their timely managed floor strategy and unpack how it can help your clients keep market upside exposure without the additional risk.
On July 1st, Innovator is expanding the world’s first and largest suite of 100% Buffer ETFs with the launch of three new ETFs providing upside to U.S. equities with built-in 100% downside protection over 6-month, 1-year, and 2-year outcome periods.
With markets at all-time highs, Innovator’s 100% Buffer ETF suite could be the ideal solution for investors to move sidelined cash into U.S. equities with 100% downside protection and tax alpha over bonds and cash.
Additionally, short-term yields continue to hover near their highest levels since 2007, which continue to generate the highest caps we’ve seen since then. Now may be the time to take advantage of these historically high caps before they disappear.
In this product spotlight happening on July 9th at 12:30 pm ET, Innovator’s Chief Investment Officer Graham Day, CFA will unpack the industry’s first and largest suite of 100% Buffer ETFs.
Join the experts at VettaFi and Innovator ETFs for a webcast diving into the market risks, portfolio strategies, and potential rewards awaiting saavy investors in 2024.
Join the experts at Innovator as they discuss their revolutionary strategy and reflect on its first year of performance.
Rising rates and inflation acted as a wrecking ball to investment portfolios in 2022. U.S. equities and investment-grade fixed income witnessed double-digit declines, leaving investors scrambling for protection.
How long can the #economy stomach higher rates and avoid any major damage? In this month’s newsletter, we dive into why cuts need to happen soon, the fallout if they don’t, and how investors can position portfolios heading into year end.
A string of CPI readings heading in the right direction. A labor market and consumer that are still intact. All of the sudden, the recession consensus has given way to a soft landing. Learn what may be in store for the equity market.
Join VP of Research, Tim Urbanowicz, CFA and Director of Investment Strategy, Tom O’Shea, CFA as they delve into the investment process behind Innovator's seven strategic model portfolios, shedding light on how advisors can leverage these models to efficiently incorporate Defined Outcome ETFs™ into their business and drive scalability.
Join the experts at VettaFi and Innovator ETFs for a webcast discussion about a defined protection strategy and where that strategy sits in a portfolio.
Money market allocations hedged investors from tumbling equity markets last year and for the first time in a long time, generated considerable interest income. While cash-like investments offer liquidity and risk management, they do have some drawbacks. What other options do investors have?
Formed in 2017, the firm is headed by ETF visionaries Bruce Bond and John Southard, founders of PowerShares ETFs, one of the largest ETF providers in the world.
In the upcoming webcast, Innovator ETFs and VettaFi will outline a new suite of Barrier ETF products and how they can protect and enhance portfolios.
The deadline for the #debtceiling is quickly approaching. Where does each side stand? What does each side have to lose? Will a deal get done despite the hardening of partisan lines? Check out what it all means for investors.
Why finding ways to break the tie to these variables is so important, and outline a few ideas for how to do it.
Soft landing or hard landing? Recession or no recession? In my mind, there is no question more important.
The market has high hopes for the Fed, however, comparing this to the Fed’s own expectations, we see a very different narrative.
With the aggressive pace of rate hikes in 2022 and inflation slowly starting to come down, we are optimistic that we are in the later stages of the tightening cycle.
In our 2023 outlook, we outline three key themes for the new year and highlight several implementation solutions investors can use to navigate potential challenges and grow client portfolios in the new year.
As one year ends and another begins, we’ll look at how the Outcome-Based ETF industry evolved in 2022, how defined outcome ETFs distinguished themselves during the downturn, and what lies ahead for Outcome-Based ETFs in 2023 and why they’re more relevant today than ever before.
Equities saw a strong rebound last month, with the S&P 500 gaining 8% and the Dow posting its biggest October ever¹. Was this the start of a new bull market? In this week’s “What to Watch”, we explore this question and dive into historical bear market rallies.
Join us for a discussion of the nature of the risks facing market participants today, and how investors can seek to both protect against market loss and be positioned to participate in market appreciation.
The Fed’s move towards more restrictive policy has rattled bonds and put equities on the brink of a bear market. But what is priced in and where do we go from here? In this month’s webinar, we discuss equity and fixed income valuations and examine how Innovator ETFs can help advisors hedge market risk and capitalize on opportunities.
Geopolitical risks, rising rates, and inflation are key risks facing clients today. Common hedges work until they don’t, and as of late, have not delivered the results clients are expecting.
During retirement, deciding how much to withdraw each year from investments can be complicated when both the length of retirement and returns on assets are not known. Unknown longevity presents a tradeoff in which a retiree can either spend generously and risk outliving savings — or spend conservatively and live a less enjoyable retirement. But it is possible to know an outcome before investing. Consider Buffer ETFs™ and other Defined outcome ETFs™ that use options strategies to shape a return
Pre- and current retirees seeking moderate capital preservation often have to choose between accepting mediocre returns or lower volatility. What if there were a way to make the equity portion of one’s portfolio work harder? One solution: Accelerated ETFs™ seek to 2x or 3x gains up to a cap with a 1:1 downside exposure. Learn all about them from Graham Day, CFA and Joe Becker, FRM at Innovator, the creator of Accelerated ETFs™ and other Defined Outcome ETFs™.
There’s a growing chorus on Wall Street that market risks are rising and a big correction may becoming. Learn how a Buffer ETF™ strategy can potentially help protect the gains in your clients’ portfolios while letting them stay invested in the market. In this 1-hour webinar, Innovator Capital Management’s Bruce Bond and Graham Day will discuss various investment strategies to help advisors navigate this uncertain market environment.
For the 10 years prior to the great financial crisis of 2008 (GFC), the 10-year Treasury bond’s average yield was 5.0%; for the 10 calendar years ended December 2020, it averaged just 2.3%, less than half its pre-crisis average (Source: Bloomberg).
In pursuit of higher yields, many investors are taking on more risk, either by going further out on the yield curve or further down the credit spectrum. In 2021, however, even the longer-dated and lower-quality segments of the bond market have failed to offer yields comparable to those of their shorter-dated, higher-quality counterparts prior to the GFC.
This dynamic has led investors to seek bond alternatives. One such alternative is a defined outcome investment with built-in buffers against losses.
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.
Innovator Accelerated ETFs are part of the Innovator Defined Outcome ETF family and are the world’s first ETFs that seek to provide a multiple of the upside return of the S&P 500, to a cap, with a single exposure on the downside, offered with quarterly or annual outcome periods. Join us as we present Accelerated ETFs and learn how clients can benefit from using them, particularly in the current market environment.
What you will learn for this webinar is:
The phrase “Frontier Technology” can mean a lot of different things to different people. LOUP Ventures, led by technology guru, Gene Munster, seeks to invest in companies within areas such as AR/VR, Autonomous Vehicles, Robotics, that are disrupting the technology space (often called the “up and comers” of their respective industries). Based on decades of experience and research, Gene and his team, through LOUP offers an alternative to the traditional, large-cap technology funds populated with typical FAANG stocks. Join us as we present LOUP, and discuss how the ETF seeks “Future FAANGS” and is an effective complement, or standalone, technology-focused ETF.
Description: Markets continue to face volatility due in part to the upcoming election and the uncertainty of a coronavirus vaccine. Clients need investment solutions that allow them to manage risk and limit volatility during these times. Innovator’s future-focused solution through its Defined Outcome lineup, allows clients to reduce downside risk through a built-in buffer, but also maintain the upside potential of the market. The goal is for clients to stay the course and focus on long-term financial goals.
Learn a potential solution enabling clients to reduce downside risk through a built-in buffer, but also maintain the upside potential of the market. The goal is for investors is exposed to focus on long-term financial goals, rather than short-term noise.
Defined Outcome ETFs have proven to be a remarkable tool for managing portfolio risk in client portfolios, especially during volatile markets.
In this webcast, Bruce Bond, CEO of Innovator, introduces the Innovator Defined Outcome ETFs and Graham Day, also of Innovator, explains how these ETFs work. Rob Schulz and Austin Smith illustrate how they implement the Innovator Defined Outcome ETFs in client portfolios.
Advisors will learn:
Both all presenters will be available to answer your questions live following the presentation.
In this webinar, Bruce Bond and Graham Day will provide an introduction to Defined Outcome ETFs along with positioning ideas for client portfolios. This webinar will cover:
Both Bruce and Graham will be available to answer your questions live following the presentation.
Defined Outcome ETFs have proven to be a remarkable tool for managing portfolio risk, especially during volatile markets.
In this webcast Bruce Bond, CEO of Innovator, explains why these ETFs do so well during times of market turmoil and uncertainty, and why more than $1b has flowed into Defined Outcome ETFs over the past several weeks.
Bruce also introduces the upcoming April Series of Defined Outcome ETFs, and explores timely trade ideas to incorporate buffers into your portfolio now.
1) learn about defined outcome investing as a risk management tool for client portfolios,
2) explore the current market environment,
3) learn how buffers can help reduce the impact of severe market declines.
In this webinar, Bruce Bond and Graham Day, of Innovator ETFs and Matt Kaufman of Milliman Financial Risk Management will present Innovator S&P 500 Buffer ETFs (SM). The only ETFs in the world to provide investors with S&P 500 performance (to a cap) and defined downside buffers. Historically, these types of defined outcome strategies have only been available through structured notes and certain insurance products. Today, a revolutionary ETF alternative exists to help you invest in 2019 with confidence. You will learn how to use defined outcome ETFs in your practice and portfolio including information on:
Learning Objectives: