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In order to achieve retirement goals, or meet other investment objectives, many investors need the capital appreciation that equities can provide but are concerned about downside risk. Low-volatility equity investing provides clients with exposure to equity market growth, while also mitigating downside risk. The inclusion of fundamental research insights into a low-volatility investment process provides the additional benefit of forward-looking risk and return estimates.
Zach Dewhirst, Portfolio Manager Fidelity Global Low Volatility Equity Fund, Ben Treacy, Institutional Portfolio Manager and Veronica Klaus, Lonsec Head of Investment Consulting, discussed these themes.