How and Why the S&P MidCap 400 Has Outperformed
Could investors still be overlooking the mid-cap equity sweet spot? S&P DJI’s Louis Bellucci and Hamish Preston take a closer look at the driving forces behind mid-caps’ 25-year run and explore the potential benefits of dialing up exposures in core portfolios.
Transforming an Advisor Practice from Mutual Funds to ETFs Using Factors
How are SPIVA® data and factor innovations influencing some advisors’ transition to passive? S&P DJI’s Brent Kopp sits down with SGH Wealth Management’s Sam Huszczo for a practical look at going passive.
Getting Active with Sectors
What’s the role of S&P 500® sectors in risk, pricing, and active returns? S&P DJI’s Tim Edwards joins Rebecca Chesworth of SPDR ETFs to explore how and why some investors are getting active with sectors.
How Can SPIVA Inform Active Manager Selection?
S&P DJI’s Aye Soe and Ed Ware join 3D Asset Management’s CIO Ben Lavine to discuss how financial advisors and institutional investors are using SPIVA® research as an evaluation tool for active manager selection.
How Advisors Are Powering the Shift to Indexing
A tectonic shift from actively managed mutual funds to indexing is underway in Canada, the U.S., and Australia. Explore the education, innovation, and practical application behind the push to passive with S&P DJI’s Shaun Wurzbach.
How Does Indexing Risk Parity Work?
Explore the risk/return characteristics and range of potential applications for the S&P Risk Parity Indices with S&P DJI’s Rupert Watts and MSR Investments’ Mike Rulle.
What’s Driving the Continued Rise of Passive?
Explore how and why advisors are putting an expanding indexing toolkit to work to meet client goals with S&P DJI’s Shaun Wurzbach.
An Unfair Fight? Pure Style Indices vs. Active
How do active managers stack up to passive pure style strategies? Dive into our latest research on S&P Pure Style with S&P DJI’s Shaun Wurzbach, Phillip Brzenk, and Melody Duan.
Pure Precision in Style Investing
How does S&P Pure Style’s stricter definition of value and growth influence risk/return? S&P DJI’s Shaun Wurzbach sits down with Phillip Brzenk and Melody Duan for a closer look at the design and potential applications of sharper style tools.
Can We Measure the Value of Research?
How much should a portfolio manager be willing to pay for research? S&P DJI’s Craig Lazzara and Hamish Preston explore a framework for estimating relative research values across markets and constituents.
How Can Factor Allocator™ Inform Strategies?
How do single- and multi-factor overlays influence risk/return? Vijay Vaidyanathan, CEO of Optimal Asset Management and Andrew Neatt, Portfolio Manager and ETF Strategist of MD Private Investment Counsel discuss how the Factor Allocator tool is being used in the continued search for alpha.
How Is the Rise of Passive Changing the Market?
Do criticisms of passive investing have merit? S&P DJI's Craig Lazzara and Tim Edwards examine questions on the potential impact of the continued growth of indexing.