The ETF Show: Active Smart Beta – The Coming Disruptor
Rod Heard, CEO and Co-founder of SmartBe Wealth, explains the Smart Beta revolution and how quantitative investing has benefited the ETF industry globally, before highlighting the differences between Efficient Market and Behavioural Finance investment philosophies.
The ETF Show: Balanced Strategies and Equal Weight Investing
Christopher Doll, Vice President ETF Sales & Strategy at Invesco Canada explains Equal Weight investing and where it fits into a portfolio, before discussing smart beta performance trends.
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?
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.
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.
Factors as Goals-Based Tools
How are advisors implementing single and multi-factors as risk mitigators in long-term strategies? S&P DJI’s Ed Ware and Craig Lazzara take a strategic look at factors with Armbruster Capital Management’s President, Mark Armbruster.
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.
The Return of Value?
Could recent market activity signal a style shift? S&P DJI’s Shaun Wurzbach joins CFRA’s Lindsey Bell and Todd Rosenbluth to take a fundamental look at growth and value.
Looking for Just the Right Outcome Through Quantitative and Factor Investing
What is factor investing? Andrew Clee, VP, ETFs of Fidelity Investments talks about the types of outcome looking to achieve in factor investing, how to stand out from all other companies, and ETF Business.
Why Factors Are the New “Smart” Beta
What’s driving the continued rise of factor-based investing? Christopher Doll, Vice President of ETF Sales and Strategy at Invesco discusses the potential benefits of implementing passive strategies designed to harness factors that have shown persistent outperformance over time.