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.
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.
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.
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.
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.
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.
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.