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.
Introducing Canada to the S&P 500 Equal Weight Index
What are the range of potential applications for S&P 500 Equal Weight in Canada? Shaun Wurzbach, S&P DJI’s Global Head of Financial Advisor Channel Management joins Jasmit Bhandal, Invesco’s Head of ETF Product Strategy in Canada for a closer look at S&P 500 Equal Weight.
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.
Sharper Sector Tools: A New Era For Communications?
What are the practical implications of the new Communication Services sector? Invesco's Chris Mellor joins S&P DJI's Tim Edwards to discuss how changes in the sector landscape are impacting exposures within sector indices and what it means for the new sector toolkit.
The S&P 500 Equal Weight Index Moves North
How are Canadian advisors using equal-weight strategies to meet client goals? S&P DJI's Randall O'Leary sits down with Invesco's Chris Doll and Shaunessy Investment Counsel's James Garcelon to discuss implementation of S&P 500 Equal Weight in Canada.
A Closer Look at Quality
What makes quality different from other risk factors? Explore the how, when, and why of implementing the quality factor with S&P DJI’s Joe Kairen and Invesco’s John Feyerer.
The Power of Three: Quality, Value & Momentum
Invesco's Nicolas Samaran joins S&P DJI's Andrew Innes and Sunjiv Mainie to explore how combining factors, especially quality, value and momentum, can influence risk and return. For more from S&P DJI and Invesco watch: Understanding the Rise of Multi-Factor Strategies. For more from S&P DJI and Invesco watch: Understanding the Rise of Multi-Factor Strategies.