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.
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.
How Can SPIVA Inform Active Manager Selection?
S&P DJI’s Aye Soe and Ed Ware join 3D Asset Management’s CIO Ben Lavine to discuss how financial advisors and institutional investors are using SPIVA® research as an evaluation tool for active manager selection.
Making the Case for U.S. Small-Cap Stocks
What are the potential risk/return benefits of incorporating U.S. small-cap stocks into portfolios? Invesco’s Chris Mellor joins S&P DJI’s Tim Edwards and Chris Bennett for a fundamental look at what’s driving small-cap adoption in core allocations.
Adapt to Changing Market Conditions in Europe: S&P Europe 350® Economic Cycle Factor Rotator
Look inside a dynamic factor rotation strategy designed to time factors in different phases of the business cycle in Europe.
A Closer Look at Factor Optimization
How will S&P DJI’s partnership with Axioma impact the factor-index landscape?
What’s Driving the Continued Rise of Passive?
Explore how and why advisors are putting an expanding indexing toolkit to work to meet client goals with S&P DJI’s Shaun Wurzbach.
An Unfair Fight? Pure Style Indices vs. Active
How do active managers stack up to passive pure style strategies? Dive into our latest research on S&P Pure Style with S&P DJI’s Shaun Wurzbach, Phillip Brzenk, and Melody Duan.
Pure Precision in Style Investing
How does S&P Pure Style’s stricter definition of value and growth influence risk/return? S&P DJI’s Shaun Wurzbach sits down with Phillip Brzenk and Melody Duan for a closer look at the design and potential applications of sharper style tools.
Maintaining Equal-Weight Sector Discipline
How does equally weighting S&P 500 sectors influence risk/return? CFRA's Sam Stovall, and Swan Global's Sean McCaffrey join S&P DJI's Shaun Wurzbach to discuss rules-based approached to sector rotation and equal-weight sector strategies.
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.
Reclassifying Alpha Using Factors
Take a strategic look at the risk/return impact of factor implementation in different market cycles with Armbruster Capital Management’s Mark Armbruster and S&P DJI’s Ed Ware and Aye Soe.