RED BANK, N.J.--(BUSINESS WIRE)--
WBI Investments, Inc. a leading provider of institutional and private client wealth management strategies led by Don Schreiber, Jr., today announced that the co-founder and portfolio strategist will present at the ETF industry’s most popular conference, Inside ETFs. Schreiber plans to discuss with attendees the smartest way yield-starved investors can achieve high current income and consistent capital growth.
Schreiber’s presentation: “A Rational Search for Yield in an Irrational World,” is scheduled for 2 p.m. ET today, Jan. 24, 2016, Track C of the conference. Inside ETFs is being hosted at Diplomat Beach Resort in Hollywood, Fl.
“If only it was simply a matter of investors choosing the best dividend payers of the S&P 500 or another index, to maximize the yield in a given portfolio,” said Schreiber, co-author of All About Dividend Investing (McGraw Hill 2011). “Selecting stocks with the highest yield as the only factor can give investors a false sense of comfort if not paired with a rigorous search for high quality fundamentals. Otherwise, investors can get blindsided. I’m here to offer a road map to navigate that industry-wide problem.”
In December, WBI introduced its first smart beta exchange traded fund – WBI Power Factor™ High Dividend ETF (NYSE Arca:WBIY). The fund seeks to provide investment results that correspond to the price and yield – before fees and expenses – of the Solactive Power Factor™ High Dividend Index, which the fund will be tracking. The stock selection process is based on WBI’s proprietary Power Factor™ model.
WBI is an innovator in the ETF space, and among its most successful entrants. When the firm launched its suite of 10 actively-managed WBI Shares ETFs in August of 2014, it achieved a historic milestone, surpassing $1 billion in assets on the first day of trading. The firm has $1.8 billion in assets under management as of 12/31/16, and its funds have approximately $1.04 billion in ETF assets under management (as of 1/12/17).
Said Schreiber: “Investors should get paid while they wait for stock prices to appreciate and they should guard their investment capital. It’s our mission to show them how.”
Visit WBI at Inside ETFs – Booth 203
For more information on WBI ETFs, please visit www.wbishares.com.
DISCLOSURE
An investment in the Fund is subject to investment risk, including the possible loss of principal amount invested. Common stocks are susceptible to general stock market fluctuations and to volatile increases and decreases in value as market confidence in and perceptions of their issuers change. High yielding stocks are often speculative, high risk investments. These companies can be paying out more than they can support and may reduce their dividends or stop paying dividends at any time, which could have a material adverse effect on the stock price of these companies and the Fund’s performance. The Fund is not actively managed and the Sub-Advisor does not attempt to take defensive positions in declining markets. Unlike many investment companies, the Fund does not utilize an investing strategy that seeks returns in excess of its Underlying Index. There is no guarantee that the Fund will achieve a high degree of correlation to the Underlying Index and therefore achieve its investment objective. Market disruptions and regulatory restrictions could have an adverse effect on the Fund’s ability to adjust its exposure to the required levels in order to track the Underlying Index. Other Fund risks include but are not limited to concentration risk, cyber security risk, small and mid-cap risk, tracking error risk, premium/discount risk, and valuation risk. Additional details regarding the risks of the Fund can be found in the prospectus.
The Fund is new with no operating history and there can be no assurance that the Fund will grow or maintain an economically viable size, in which case the Fund may be liquidated.
Smart beta strategies attempt to deliver a better risk and return trade-off than conventional market cap weighted indices by using alternative weighting schemes based on measures such as volatility or dividends.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a current prospectus with this and other information about the Fund please visit our website at www.wbishares.com or call 1-800-772-5810. Read the prospectus carefully before investing.
Foreside Fund Services, LLC, Distributor
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