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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

Why CLOs and the AAA CLO ETF

Topic

General Principles of Financial Planning

Program ID

339841

Hours

1

Format

Live / Conference Session

Complexity

Overview

Description

Join us for an insightful discussion with Erika Oquist, Investment Specialist, to enhance your understanding of the Securitized asset class and Collateralized Loan Obligations (CLOs), and explore how these instruments could be integrated into your investment portfolio. 

Learning Objectives

You will learn to: Gain an understanding of the securitized market, with a focus on CLOs. Explore the Benefits of CLOs in Your Portfolio: Discover how integrating CLOs into your investment strategy can offer diversification, potentially enhance returns, and manage risk effectively.