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.
Scaling Portfolio Management With Indexing
How are RIAs using index-based strategies to scale their business for growth? CLS Investment’s Rusty Vanneman and Joe Smith join S&P DJI’s Shaun Wurzbach for a practical look at implementing indexing and ETFs as strategic tools for managing portfolios and scaling growth.