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2014 Conference Call Series:
Insights on Investing and Business Development

 

Replays Available

Women and Wealth: How to Give Financial Advice to Women
Featured Speaker: Mary Downing, Practice Management Consultant

 

Pioneer Disciplined Growth Fund* Update:
A fundamentally driven, research-based approach to stock selection.

Featured Speaker: Paul Cloonan, CFA®, Co-Head of Equity Research, U.S., Portfolio Manager
 

Pioneer Multi-Asset Real Return Fund*:
A "Go-Anywhere" Approach for Todayís Markets
Featured Speakers: Michele Garau, SVP, Portfolio Manager &
Howard Weiss, CFA®, Associate Portfolio Manager
Moderator: James O'Connell

 

Women and Wealth: How to Give Financial Advice to Women
Featured Speaker: Mary Downing, Practice Management Consultant

 

Social Security Nuances: How External Factors May Affect Social Security Benefits
Featured Speaker: Karen Ireland, Practice Management Director

 

Pioneer Multi-Asset Real Return Fund*:
A "Go-Anywhere" Approach for Todayís Markets
Featured Speakers: Michele Garau, SVP, Portfolio Manager &
Howard Weiss, CFA®, Associate Portfolio Manager
Moderator: James O'Connell

 

Learn More
Contact your Pioneer Investments Wholesaler, call our sales desk at 1-800-622-9876 or visit us at us.pioneerinvestments.com.

Calls Are For Broker/Dealer Use Only. Not accessible by the general public.

Please note that topics and calls may be subject to change or cancellation.

Pioneer is not affiliated with Fred Reish, fi360 or Drinker Biddle & Reath LLP.

Pioneer is not affiliated with Greg Valliere or Potomac Research Group.

* A Word About Risk:
All investments are subject to risk, including the possible loss of principal. Pioneer Multi-Asset Real Return ("MARR") Fund has the ability to invest in a wide variety of securities and asset classes. In addition, the Fund is non-diversified, which means that it can invest a large percentage of its assets in the securities of any one or more issuers. This increases the Fund's potential risk exposure. The Fund may invest in underlying funds (ETFs and unit investment trusts). In addition to the Fund's operating expenses, you will indirectly bear the operating expenses of investments in any underlying funds. The Fund and some of the underlying funds employ leverage, which increases the volatility of investment returns and subjects the Fund to magnified losses if an underlying fund's investments decline in value. The Fund and some of the underlying funds may use derivatives, such as options and futures, which can be illiquid, may disproportionately increase losses, and have a potentially large impact on Fund performance. The Fund and some of the underlying funds may employ short selling, a speculative strategy. Unlike the possible loss on a security that is purchased, there is no limit on the amount of loss on an appreciating security that is sold short. The Fund may invest in inflation-linked securities. As inflationary expectations increase, inflation-linked securities may become more attractive, because they protect future interest payments against inflation. Conversely, as inflationary concerns decrease, inflation-linked securities will become less attractive and less valuable. The Fund may invest in credit default swaps, which may in some cases be illiquid, and they increase credit risk since the fund has exposure to both the issuer of the referenced obligation and the counterparty to the credit default swap. The Fund may invest in subordinated securities which may be disproportionately adversely affected by a default or even a perceived decline in creditworthiness of the issuer. The Fund may invest in floating rate loans. The value of collateral, if any, securing a floating rate loan can decline or may be insufficient to meet the issuer's obligations or may be difficult to liquidate. The Fund may invest in event-linked bonds. The return of principal and the payment of interest on event-linked bonds are contingent on the non-occurrence of a pre-defined "trigger" event, such as a hurricane or an earthquake of a specific magnitude.
The Fund may invest in commodities. The value of commodity-linked derivatives may be affected by changes in overall market movements, commodity index volatility, changes in interest rates, factors affecting a particular industry or commodity, international economic, political and regulatory developments, supply and demand, and governmental regulatory policies. Investments in equity securities are subject to price fluctuation. Small-and mid-cap stocks involve greater risks and volatility than large-cap stocks. International investments are subject to special risks including currency fluctuations, social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets.Investments in fixed income securities involve interest rate, credit, inflation, and reinvestment risks. As interest rates rise, the value of fixed income securities falls. The Fund may invest in mortgage-backed securities, which during times of fluctuating interest rates may increase or decrease more than other fixed-income securities. Mortgage-backed securities are also subject to pre-payments. Prepayment risk is the chance that mortgage-backed bonds will be paid off early if falling interest rates prompt homeowners to refinance their mortgages.
High yield bonds possess greater price volatility, illiquidity, and possibility of default.
These risks may increase share price volatility.
While the Fund is not diversified by prospectus, at the time of this interview, the Fund’s holdings were diversified.
There is no assurance that these and other strategies used by the Fund or underlying funds will be successful.
Please see the prospectus for a more complete discussion of the Fund's risks.

Neither Pioneer, nor its representatives are legal or tax advisors. In addition, Pioneer does not provide advice or recommendations. You should consider your client's financial needs, goals, and risk tolerance before making any investment recommendations.

The views expressed on these calls are those of the speakers, and are subject to change at any time. These views do not necessarily reflect the views of Pioneer or others in the Pioneer organization, and should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any Pioneer investment product. Neither Pioneer, nor its representatives are legal or tax advisors. In addition, Pioneer does not provide advice or recommendations.

Investing in mutual funds involves significant risks; for complete information on the specific risks associated with each fund, please see the appropriate fundís prospectus.

 

 
 
 
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Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your advisor or Pioneer Investments for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it here.

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