The ETF Show: Balanced Strategies and Equal Weight Investing
Christopher Doll, Vice President ETF Sales & Strategy at Invesco Canada explains Equal Weight investing and where it fits into a portfolio, before discussing smart beta performance trends.
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.
Factoring Factors Into Portfolio Building Blocks
As ETFs become more sophisticated, advisors are increasingly looking to single- and multi-factor strategies to unlock alpha. Daniel Straus, Research Analyst at National Bank Financial discusses layering factors as portfolio building blocks.
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.
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.
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.
What's Your Factor Exposure? Get to Know Factor Allocator™
S&P DJI's Joe Kairen demonstrates how the complimentary Factor Allocator tool can be used to build and analyze simulated portfolios to assess factor exposures.
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.