Advisor Implementation of ESG
How does ESG work in purpose-built portfolios? Mona Naqvi of S&P DJI takes a closer look at the myth of the ESG performance trade-off while exploring what ESG implementation looks like in practice with Victor Orozco of The Wealth Consulting Group and Aaron Brachman of Steward Partners Global Advisory.
Managing Short- and Long-Term Risks with ESG
ESG indexing has entered a new era, bringing sharper tools built with deeper data to an expanding risk management toolkit. S&P DJI’s Shaun Wurzbach joins DWS Distributors’ Sean Edkins, The Wealth Consulting Group’s Jimmy Lee, and Palladiem’s Don Robinson for a practical look at using ESG to measure and manage risk.
Launching S&P 500 ESG in the U.S.
What are the potential risk/return benefits of an ESG path to core? S&P DJI’s Mona Naqvi and Shaun Wurzbach take a closer look at the sustainable alternative to the S&P 500 with DWS Distributors’ Sean Edkins.
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.
Getting Tactical with International and Equal-Weight Sectors
How are sector strategies being used to target alpha with precision in markets around the globe? S&P DJI’s Ed Ware and Anu Ganti join WST Capital Management’s Elizabeth Marchetti to discuss the range of tactical applications for international and equal-weight sectors.
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.
Finding Opportunity at Home with the S&P/TSX Indices
How does design influence index composition and risk/return in Canada? S&P DJI’s Mike Orzano and Anu Ganti join CFRA’s Lindsey Bell for a fundamental look at Canadian equities through the lens of the S&P/TSX Indices.
Powering ESG with Data: Meet the S&P DJI ESG Scores
Explore how a powerful new data set is redefining the ESG toolkit. S&P DJI’s Mona Naqvi and RobecoSAM’s Manjit Jus discuss what’s captured by S&P DJI ESG Scores, how they work within the S&P DJI ESG Indices, and other ways investors can use this data to inform their ESG decisions.
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.
Integrating ESG Values into the Core
How can market participants improve ESG performance while retaining broad market exposure without sacrificing performance? S&P DJI’s Mona Naqvi and UBS Asset Management’s Andrew Walsh discuss recent developments in Core ESG, including the S&P 500® ESG Index.
Who's Hiring in the U.S.? Getting to Know the S&P 500 LinkUp Jobs Indices
Is it possible to predict where the job market is heading? S&P DJI’s Daniel Perrone sits down with LinkUp’s President and CEO Toby Dayton to discuss how the S&P 500 LinkUp Jobs Index is changing the economic indicator landscape.
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.