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.
Weathering the Storm with Sectors and Industries
How are financial advisors using index-based sector and industry strategies to uncover alpha while keeping risk in check? S&P DJI's Brent Kopp and Anu Ganti join CFRA's Todd Rosenbluth to discuss implementing sector tools during periods of volatility.
Which S&P 500 Equal-Weight Sectors Have Outperformed?
How does equally weighting S&P 500® sectors influence risk/return? Sam Stovall of CFRA sits down with S&P DJI's Brent Kopp and Anu Ganti to explore a range of potential applications of equal-weight sector strategies.
Managing Risk Factors in Fixed Income
Managing risk factors in fixed income may be a way for financial advisors to alter the risk and return scales to match their objectives. S&P DJI’s Brent Kopp sits with CLS Investment’s Rusty Vanneman and Joe Smith to discuss how indices can inform strategies for managing the range of fixed income risk factors.
Applying Factor Views to Global Equities
As the factor toolkit continues to expand, knowing how and when to apply them becomes increasingly important. CLS Investment’s Rusty Vanneman and Joe Smith join S&P DJI’s Brent Kopp to discuss ideas for implementing index-based factor strategies to tailor global portfolios to meet client objectives.
Using S&P Sectors and Sub-Industries as Portfolio Building Blocks
Take a closer look at how advisors are implementing sector and sub-industry strategies to allocate with precision with S&P DJI’s Brent Kopp and Kingsview Asset Management’s Scott Martin.
Incorporating Tactical Building Blocks Into a Core-Satellite Strategy
When tactical ETF strategies are added to the mix, advisors are faced with additional challenges when evaluating portfolio risk. Premise Capital’s Jake Hutchinson joins S&P DJI’s Brent Kopp to discuss a strategy for risk assessment.