Craig Lazzara, S&P DJI | Exploring the Trajectory of Indexing Since Apollo 11
Take a closer look at the role indexing has played in reshaping the investment landscape over the past 50 years with S&P DJI’s Craig Lazzara.
Exploring the Low Volatility Anomaly
What’s driving the continued rise of low volatility strategies globally? S&P DJI’s Tim Edwards and Craig Lazzara challenge conventional wisdom about risk and return while discussing findings from our latest research on the low volatility anomaly.
Factors as Goals-Based Tools
How are advisors implementing single and multi-factors as risk mitigators in long-term strategies? S&P DJI’s Ed Ware and Craig Lazzara take a strategic look at factors with Armbruster Capital Management’s President, Mark Armbruster.
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.
SPIVA®: Why Passive Outperforms Active
Why is it so hard to beat the benchmark over time? Craig Lazzara, Managing Director and Global Head of Index Investment Strategy at S&P DJI discusses what SPIVA says about the active vs. passive debate, including why it becomes increasingly difficult for anyone to have a sustainable advantage over the long run.
Rebuilding Core with S&P 500 Equal Weight
What are the potential ramifications for core that the S&P 500® Equal Weight has often outperformed the S&P 500 over the 15 years the index has existed? Invesco’s John Feyerer joins S&P DJI’s Shaun Wurzbach and Craig Lazzara to discuss why some advisors are using the S&P 500 Equal Weight as a core building block.
Combining S&P 500 Equal Weight with S&P Factors
How does combining S&P Factors with S&P 500 Equal Weight impact risk/return and what tools are available to inform advisor implementation? S&P DJI’s Craig Lazzara and Shaun Wurzbach sit down with Invesco’s John Feyerer to discuss the potential benefits and portfolio applications of combining factors with equal weight.
Outperformance in Equal-Weight Indices
What’s behind the historical outperformance of the S&P 500® Equal Weight? Invesco’s John Feyerer joins S&P DJI’s Shaun Wurzbach and Craig Lazzara to discuss index design and possible applications for the first “smart beta” index.
Risk and Return in Equal-Weight Indices
Take a closer look at the first 15 years of the S&P 500® Equal Weight as Invesco’s John Feyerer and S&P DJI’s Craig Lazzara and Shaun Wurzbach explore the potential risk/return benefits of one of the first non-capitalization indices to emerge as a template for passive investments.
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.
Is There a “Right” Time for Active?
When and under what conditions are active managers more or less likely to achieve benchmark-beating returns? S&P DJI’s Craig Lazzara and Tim Edwards discuss the findings of our latest paper, including dispersion, cap-weighted benchmarks, and historical manager performance.
What Drives Equal-Weight (Out) Performance?
What may be driving equal-weight outperformance? S&P DJI’s Tim Edwards, Hamish Preston and Craig Lazzara discuss factors, sectors and cumulative returns in the context of equal-weight strategies.