Behaviors Move Markets: Athena Global Tactical ETFs - Morningstar’s #1 Ranked Tactical Allocation Strategy Webinar
Join AthenaInvest’s C. Thomas Howard, PhD, CEO and Chief Investment Officer, and Lambert Bunker, Vice President, to explore the effect of investor behavior on the equity markets and how the Athena Global Tactical EFTs portfolio harnesses crowd behavior to enhance portfolio performance.
- Behavioral Approach: Find out how AthenaInvest’s analysis of behavioral crowds drives the portfolio.
- Core Research: Learn how behavioral research is used in making investment decisions.
- Investment Process: Understand how AthenaInvest’s #1 ranked tactical strategy works.
- Results and Experience: Review the client experience and investment results.
- Implementation: Learn how tactical investments can be used in client portfolios and get our current market outlook.
Behavioral Finance straight to your Inbox
Behavioral Viewpoints features new topics each month which are intended to help advisors and investors gain a deeper understanding of how behavior shapes the investing landscape.
IMPORTANT INFORMATION AND DISCLOSURES
Morningstar Ratings™ are based on risk-adjusted performance as of 12/31/2020. The Morningstar Rating™ for a strategy is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating™ metrics. For each strategy with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a strategy’s monthly performance (including the effects of applicable fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of strategies in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star.
© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
The information provided here is for general informational purposes only and should not be considered an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. It should not be assumed that recommendations of AthenaInvest made herein or in the future will be profitable or will equal the past performance records of any AthenaInvest investment strategy or product. There can be no assurance that future recommendations will achieve comparable results. The author’s opinions may change, without notice, in reaction to shifting economic, market, business, and other conditions. AthenaInvest disclaims any responsibility to update such views. These views may not be relied upon as investment advice or as an indication of trading intent on behalf of AthenaInvest.
You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives and financial circumstances. You should consult with a qualified financial adviser, legal or tax professional regarding your specific situation. Investments involve risk and unless otherwise stated, are not guaranteed. Past Performance is no guarantee of future results.