On Demand

Markets are gearing up for the Fourth Industrial Revolution, and there are already index tools to access it. How will the S&P Kensho New Economies sector indices help advisors stay ahead of the curve and drive portfolio growth?

Industry experts explore:

  • The advent of 21st century sectors and cutting-edge solutions to track them
  • How machine-learning and AI-enabled capabilities provide new, forward-looking exposures
  • How advisors can incorporate this new sector reasoning into stable core allocations

Speakers Include:

Ed Ware, Senior Director, Eastern Region Financial Advisor Channel, S&P Dow Jones Indices (Moderator)  

Matthew Bartolini, Head of SPDR Americas Research, State Street Global Advisors  

Ric Edelman, Founder and Chairman, Edelman Financial Engines

John Van Moyland, Managing Director and Global Head of S&P Kensho Indices, S&P Dow Jones Indices

 

On Demand

Despite a rise in use, there is still some investor uncertainty around how fixed income ETF strategies hold up during periods of increased volatility. Join us to explore how fixed income ETFs have performed in various market cycles and how that performance may help inform future risk management decisions.

Topics will include:

  • How both equity and fixed income index-based strategies have behaved in prior periods of market volatility
  • How credit conditions and rating migrations can potentially affect the performance of ETF strategies
  • Impact and considerations of ETF liquidity on portfolio construction

Speakers include:

Wayne Dalton, Senior Manager, U.S. Insurance Solutions, S&P Global Market Intelligence (Moderator)  

Zandra M. de Haai, Global Head of Fixed Income Indices, S&P Dow Jones Indices

Jessica Clancy, Capital Markets Specialist, Vanguard,  ETF Capital Markets

Matt Padberg, Consultant, Cardinal Investment Advisors

On Demand

Despite a rise in use, there is still some investor uncertainty around how fixed income ETF strategies hold up during periods of increased volatility. Join us to explore how fixed income ETFs have performed in various market cycles and how that performance may help inform future risk management decisions.

Topics will include:

  • How both equity and fixed income index-based strategies have behaved in prior periods of market volatility
  • How credit conditions and rating migrations can potentially affect the performance of ETF strategies
  • Impact and considerations of ETF liquidity on portfolio construction

Speakers include:

Wayne Dalton, Senior Manager, U.S. Insurance Solutions, S&P Global Market Intelligence (Moderator)  

Zandra M. de Haai, Global Head of Fixed Income Indices, S&P Dow Jones Indices

Jessica Clancy, Capital Markets Specialist, Vanguard,  ETF Capital Markets

Matt Padberg, Consultant, Cardinal Investment Advisors

On Demand

Join S&P Dow Jones Indices and Bolsas y Mercados Argentinos as we discuss how the indices will benefit from combining of our global reach and local experience. We will also go over the methodology improvements and new rebalancing schedules, among other changes that will affect many of the S&P/BYMA Indices, including the S&P MERVAL.

Topics include:

  • How the Argentinean market will benefit from this partnership: Global reach, best industry practices and business expansion
  • Methodology changes and implementation
  • Index maintenance policies

Antonio de Azpiazu Armada, Director General de America Latina, S&P Dow Jones Indices (Moderator)  

Christian Khatchikian, Head de Market e Indices, BYMA

Silvia Kitchener, Directora de Indices de Renta Variable, America Latina, S&P Dow Jones Indices

 

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On Demand

Geoff Eliason, Principal, Chief Compliance Officer at Peak Capital Management, and Keynote Speaker at the S&P DJI 2019 Annual Australian Indexing & ETF Masterclass, discusses with Stuart Magrath, Head Channel Management at S&P Dow Jones Indices how Peak Capital has built their business around indexing. Geoff will share how Peak Capital has developed scalable processes using ETF portfolios, to simplify advice practices, raise more profitable asses and strengthen client relationship. You will also hear how you can be active with passive investing, providing intelligent alpha and efficient beta. 

On Demand

The index landscape continues to expand, bringing new tools to portfolio managers looking to sharpen core allocations while keeping risk in check.

Join us to explore potential portfolio applications for equal weighting and low volatility as we dive into decades of data on these two established factor building blocks.

S&P DJI and industry experts discuss:

  • How equal weighting may serve as an alternative to active stock-picking and mitigate stock concentration risk
  • Mindfully tilting portfolios to desired risk/return objectives by adding factors to existing core positions
  • How low volatility and small-size exposures have historically affected risk/returns

Speakers Include:

Travis Robinson, Senior Director Financial Advisor Channel, S&P Dow Jones Indices (Moderator)  

Christopher Doll, Vice President, ETF Sales & Strategy, Invesco

Tim Edwards, Ph.D, Managing Director, Index Investment Strategy, S&P Dow Jones Indices

James Garcelon, Executive Vice President and Portfolio Manager, Shaunessy Investment Counsel

On Demand

Poderosas Estrategias que Generan Flujos

Los modelos de asignación tradicionales están cambiando a medida que más administradores de carteras buscan soluciones basadas en ingresos (yield) para abordar la incertidumbre del mercado.

¿Son estas estrategias defensivas, “core”, o ambas?

Participe con nosotros y expertos de la industria mientras exploramos estrategias basadas en reglas que pueden ayudar a generar rentabilidad y gestionar el riesgo sin perder diversificación y beta.

Los temas a tratar incluirán:

  • Análisis de dividendos, renta fija y REITs como fuentes de ingreso y crecimiento
  • Ideas de construcción de carteras basadas en correlaciones históricas entre activos que generan ingresos
  • Cómo pueden los ETFs servir para equilibrar el rendimiento y el riesgo en carteras basadas en estrategias de ingresos

 

Manuel A. González, Director Senior, América Latina, Cono Norte, S&P Dow Jones Indices (Moderator)  

Silvia Kitchener, Directora de Indices de Renta Variable, America Latina, S&P Dow Jones Indices

Jaime Merino, Director, Índices de Renta Fija, América Latina, S&P Dow Jones Indices

Jorge Unda Rodríguez, CIO, América Latina, BBVA

Fernando Rodríguez Saez, Asset Allocation, Renta Variable, Crédito y Renta Fija, PROFUTURO

 

On Demand

Does your style investing approach match your client's objectives?

For over 25 years, advisors have turned to index-based strategies tracking growth and value to enhance returns and minimize risk. But how exactly do S&P Style and S&P Pure Style differ in purpose and behavior across market cycles?

Join S&P DJI and industry experts to explore:

  • Real-world perspectives on choosing style and/or pure style strategies as portfolio building blocks
  • How targeting pure value and growth tilts helps advisors eliminate the muddle in the middle
  • Blending style and factor strategies in allocations
  • How active managers stack up to their style index benchmarks

Speakers include:

Shaun Wurzbach, Managing Director, FA Channel Management, S&P Dow Jones Indices (Moderator)  

Mark Armbruster, President, Armbruster Capital Management Inc.

Chad D. Carlson, Owner, Director of Research, Wealth Manager, BDF

Jodie Gunzberg, CFA, Managing Director, Head of US Equities, S&P Dow Jones Indices

Matthew A. Papazian, Founding Partner, Cardan Capital Partners

Aye M. Soe, CFA, Managing Director, Global Research & Design, S&P Dow Jones Indices

On Demand

Despite a rise in use, there is still some investor uncertainty around how fixed income ETF strategies hold up during periods of increased volatility. Join us to explore how fixed income ETFs have performed in various market cycles and how that performance may help inform future risk management decisions.

Topics Include:

  • How both equity and fixed income index-based strategies have behaved in prior periods of market volatility
  • How credit conditions and rating migrations can potentially affect the performance of ETF strategies
  • Impact and considerations of ETF liquidity on portfolio construction

Speakers Include:

Lynn Bachstetter, Global Head, Insurance, S&P Global Market Intelligence (Moderator)  

Zandra M. de Haai, Senior Group Manager, Fixed Income, S&P Dow Jones Indices

Ramki Muthukrishnan, Senior Director, AM Recovery & Credit Estimates, S&P Global Ratings

Brian D Funk, CFA, Head of Credit Research, MetLife Investment Management

Matthew Mclnerny, CFA, Bank Loan Portfolio Manager, MetLife Investment Management

 

On Demand

The range of retirement risks may be broader than you think. While most investors are familiar with accumulation and decumulation, fewer account for a phase called pre-retirement, a "hazard zone" between the two with its own distinct set of risks.

Join us as we explore a diverse array of index-based tools designed to simplify management of all three phases of retirement risk.

Topics include:

  • Reinforcing core exposure with strategies designed to stabilize volatility and defend against losses during sustained market declines
  • How fixed indexed annuity solutions have evolved to become income generators and risk mitigators and may be combined with other risk-managed strategies
  • How indexing is bringing more sophisticated and customized risk solutions to the target date landscape

Speakers Include:

Shaun Wurzbach, Managing Director, Financial Advisor Channel, S&P Dow Jones Indices (Moderator)  

Mike Dickson, Ph.D., Head of Portfolio Management, Horizon Investments

Joe Kairen, Senior Director, Strategy & Volatility Indices, S&P Dow Jones Indices

Matt Kaufman, Principal, Milliman Financial Risk Management LLC

Will McGough, Chief Investment Officer, Stadion Money Management 

On Demand

The bull continues to run despite some minor setbacks--but for how long? Join us as we explore ways to stay ahead of the herd long-term by adding defensive factors to the mix.

Topics will include:

  • Using factor ETFs as building blocks to move nimbly across market cycles
  • Smoothing out the ride without sacrificing upside potential by tilting to low volatility
  • Using Dividend Aristocrats and the S&P SmallCap 600® to access the quality factor

Speakers include:

Ed Ware, Senior Director, Eastern Region, Financial Advisor Channel, S&P Dow Jones Indices (Moderator)  

Simeon Hyman, Head of Investment Strategy, ProShares

Aye Soe, Managing Director, Global Research & Design, S&P Dow Jones Indices

Sam Stovall, Chief Investment Strategist, CFRA, Equity and Fund Research

On Demand

Advisors repositioning for 2020 have a growing range of institutional-quality index strategies to consider as they recalibrate client portfolios for today's realities.


With trade tensions and geopolitics fueling uncertainty, how are advisors at the leading edge of indexing using the latest innovations to push passive further?

Join industry experts to explore:

  • How novel buffer strategies are being used to lock in potential gains while protecting on the downside
  • How going defensive with low vol mechanically protects during spikes in volatility
  • How core ESG indexing can debunk the myth that "doing-good" requires investors to sacrifice returns

Speakers include:

  • Matthew Pierce, CFA, Wealth Consulting Group
  • Jason Sangekar, CFA, Magnus Financial Group
  • Rusty Vanneman, CFA, CMT, CLS Investments
On Demand

A complimentary webinar for investment professionals

On account of an increased savings burden on individuals and ever-present market uncertainty, advisors are shifting their line of questioning from "How big does your number need to be?" to "What percentage of your current lifestyle will you need in retirement?"

Join us as we explore the S&P STRIDE Index Series, an innovative benchmark and risk management framework designed to address retirement income uncertainty by mitigating sequence-of-returns and inflation risk.

Topics will include:

  • Implementing multi-asset frameworks to help protect against volatility while preserving purchasing power
  • Using inflation-protected securities to produce a more predictable stream of income during decumulation
  • Comparing S&P STRIDE to traditional target date strategies

Speakers include:

  • Travis Robinson, CFP, Senior Director, Canada and Northwestern U.S. Region, Financial Advisor Channel (Moderator)  
  • John Resurreccion, Regional Director, Dimensional Fund Advisors
  • Hamish Preston, Associate Director, Product Management, U.S. Equities, S&P Dow Jones Indices
  • Vern Cushenbery, CFA, CPA, Chief Investment Officer, Two West
On Demand

A complimentary webinar for investment professionals

Institutional investors face many uncertainties ranging from the impacts of trade disputes to the ripple effects of the next U.S. presidential election. With important allocation decisions hanging in the balance, how do investors make the most informed choices?

Join a panel of industry experts as they provide their unique perspectives on investing in 2020 and beyond.

Topics will include:

  • An S&P Dow Jones Indices' review of the markets and an analysis of how we got here
  • An S&P Global Ratings' corporate credit outlook and the headwinds facing institutional investors
  • A portfolio management view on finding relative value across the curve from core to emerging market debt to high yield bonds

Speakers include:

Lynn Bachstetter, Senior Director, Global Head of Insurance Solutions, S&P Global Market Intelligence (Moderator)  

Hamish Preston, Associate Director, Product Management, S&P Dow Jones Indices

David C. Tesher, Managing Director, U.S. Corporate Ratings, S&P Global Ratings

Catherine Cole, Director, Financial Institutions Group Portfolio Management, BlackRock

 

On Demand

A complimentary webinar for investment professionals

Institutional investors face many uncertainties ranging from the impacts of trade disputes to the ripple effects of the next U.S. presidential election. With important allocation decisions hanging in the balance, how do investors make the most informed choices?

Join a panel of industry experts as they provide their unique perspectives on investing in 2020 and beyond.

Topics will include:

  • An S&P Dow Jones Indices' review of the markets and an analysis of how we got here
  • An S&P Global Ratings' corporate credit outlook and the headwinds facing institutional investors
  • A portfolio management view on finding relative value across the curve from core to emerging market debt to high yield bonds

Speakers include:

Lynn Bachstetter, Senior Director, Global Head of Insurance Solutions, S&P Global Market Intelligence (Moderator)  

Hamish Preston, Associate Director, Product Management, S&P Dow Jones Indices

David C. Tesher, Managing Director, U.S. Corporate Ratings, S&P Global Ratings

Catherine Cole, Director, Financial Institutions Group Portfolio Management, BlackRock

 

On Demand

A complimentary webinar for financial advisors

Accepted for 1-hour CFA®, CIMA®, and CFP®

Once considered a niche segment of the market, ESG is now seen as a vital source of potential growth and risk protection. That's why many advisors are now introducing their clients to ESG investing as a core portfolio strategy.

Join us to hear thought leaders and practitioners weigh in on:

•How to start the ESG conversation with clients
•How ESG characteristics complement earnings and other financial factors in assessing companies' long-term potential
•How core ESG strategies like the S&P 500® ESG Index can offer a meaningful boost in ESG representation without necessarily sacrificing returns

Speakers include:

Margaret Dorn, Senior Director, Southwestern Region, Financial Advisor Channel, S&P Dow Jones Indices (Moderator)  

Mona Naqvi, Senior Director, Product Management, ESG Indices, S&P Dow Jones Indices

Robbie Cannon, President, C.E.O, Horizon Investments

Scott Ladner, Chief Investment Officer, Chair of the Investment Committee, Horizon Investments