MASTERCLASS: 2019 Federal Budget
Canada’s 2019 federal budget proposed new tax measures. Financial advisors need to understand the Canadian government's budget proposals and how the changes will affect investors. The panelists will examine the implications of the budget and discuss what elements require a closer look for advisors and their clients. Wilmot George, Vice President, Tax, Retirement & Estate Planning at CI Investments Inc. Frank DiPietro, Assistant Vice President at Mackenzie Investments Georgina Blanas, Vice Chair, Executive Director at Private Capital Markets Association of Canada
Matching Risk Tolerance to Buffers on the S&P 500
How could index-based defined outcome strategies help advisors manage risk and align to client risk tolerance? S&P DJI’s Shaun Wurzbach joins Innovator ETFs’ Bruce Bond, and Milliman’s Adam Schenck and Matt Kaufman to discuss the potential role of S&P 500 buffer strategies as risk management tools.
How Advisors Are Powering the Shift to Indexing
A tectonic shift from actively managed mutual funds to indexing is underway in Canada, the U.S., and Australia. Explore the education, innovation, and practical application behind the push to passive with S&P DJI’s Shaun Wurzbach.
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.
Addressing Volatility by Sticking to the Retirement Plan
How are some wealth managers combining active and passive to meet retirement plan objectives? S&P DJI’s Shaun Wurzbach joins Accelerated Wealth’s Bill Walton and Peak Capital Management’s Geoff Eliason to discuss managing risk and staying the course while planning for retirement.
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.
Sector Tools for the Fourth Industrial Revolution
Explore how the cutting-edge S&P Kensho New Economy Indices capture the sectors driving the Fourth Industrial Revolution.
Managing Downside Risks for Retirement
How are index-based strategies being implemented to mitigate sequence of return risk? S&P DJI’s Shaun Wurzbach joins Accelerated Wealth’s Bill Walton and Peak Capital Management’s Geoff Eliason to discuss the importance of a diversified approach to risk management in retirement strategies.
Core Implications for S&P 500® Sectors
How are some financial advisors using S&P 500 sectors as a core replacement and risk mitigator? Swan Global's Sean McCaffrey joins S&P DJI's Shaun Wurzbach and Anu Ganti to discuss how sector and industry data is informing strategic applications of S&P 500 sectors.
Diversifying with Quality
What happens to risk/return when S&P Dividend Aristocrats® are combined with S&P 500® Bonds? S&P DJI’s Shaun Wurzbach and Jason Giordano join ProShares’ Simeon Hyman to discuss a quality approach to diversification.
Dividend Aristocrats as Down-Market Buffers
How do S&P Dividend Aristocrats stack up to the benchmark when markets correct? S&P DJI’s Shaun Wurzbach and Rupert Watts join ProShares’ Simeon Hyman to discuss the potential risk/return benefits of these quality dividend growers.
Weathering the Storm with Sectors and Industries
How are financial advisors using index-based sector and industry strategies to uncover alpha while keeping risk in check? S&P DJI's Brent Kopp and Anu Ganti join CFRA's Todd Rosenbluth to discuss implementing sector tools during periods of volatility.