Strategic Beta ETFs Underutilized in Managing Current Investor Anxieties, Hartford Funds Survey Finds
Lack of Familiarity Stifling Advisor, Investor Use
New survey data from Hartford Funds reveals that market volatility and geopolitical events are fueling investor anxiety, yet most aren’t taking advantage of the full suite of investment options that may help manage risk exposure at a lower cost*, namely strategic beta exchange traded funds (ETFs).
All investments are subject to risks, including the possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market.
Hartford Funds refers to Hartford Funds Management Group, Inc., and its subsidiaries, including the mutual funds’ investment manager, Hartford Funds Management Company, LLC (HFMC), the mutual funds’ distributor, Hartford Funds Distributors, LLC, Member FINRA, as well as Lattice Strategies LLC, a wholly owned subsidiary of HFMC, which serves as the adviser to exchange-traded funds (ETFs). Certain funds are sub-advised by Wellington Management Company LLP or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Hartford Funds is not affiliated with any fund sub-adviser or ALPS. The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. This and other information can be found in the fund’s prospectus, which should be read carefully before investing. To obtain a mutual fund prospectus or summary prospectus, please call 888-843-7824 (retail) or 800-279-1541 (institutional); ETF prospectuses can be obtained by calling 415-315-6600.
“The Hartford” is The Hartford Financial Services Group Inc. (“HFSG”) and its subsidiaries. HFD is a subsidiary of The HFSG.
Some of the statements in this release may be considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. We caution investors that these forward-looking statements are not guarantees of future performance, and actual results may differ materially. Investors should consider the important risks and uncertainties that may cause actual results to differ. These important risks and uncertainties include those discussed in The Hartford’s Quarterly Reports on Form 10-Q, our 2015 Annual Report on Form 10-K and the other filings The Hartford makes with the Securities and Exchange Commission. We assume no obligation to update this release, which speaks as of the date issued.
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