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Alternative Income Opportunities to Create a Diversified Portfolio

Topic

Investment Planning

Program ID

323716

Hours

1

Format

Self-Study / Recorded webinar

Complexity

Intermediate

Description

In this webcast, experts will discuss how breaking away from the traditional exposures presented by the 60/40 portfolio, income-oriented investors have a wealth of opportunities at their disposal. Whether their goals are centered around boosting yield, broadening diversification, or augmenting risk, covered call, preferred stock, and emerging market debt instruments offer a means by which to address these concerns and service an array of additional functions. They will provide a dynamic discussion surrounding income opportunities that exist outside the scope of traditional high yield, investment grade, and government bonds, and highlight the benefits that can be achieved by diversifying income streams and detail the functions of specific offerings designed to provide these capabilities.

Learning Objectives

Learning Objective: Advisors will learn about what features of the current investment landscape make alternative income opportunities so attractive, how covered call option writing can be used to establish a source of current income within a broader portfolio, and why the current phase of the economic cycle supports the case for preferred stock.