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shaun_wurzbach

Shaun Wurzbach

Managing Director, Global Head of Financial Advisor Channel, S&P Dow Jones Indices

Shaun Wurzbach is Managing Director and Global Head of Financial Advisor Channel at S&P Dow Jones Indices (S&P DJI). The financial advisor channel focuses on increasing financial advisors’ awareness of and preference for index-based solutions.
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Jun 2, 2020

The Continued Ups and Downs of Dividends

On May 20, 2020, my colleagues and I sought to address some questions about dividends and the viability of tried and true approaches to dividend income. During that session, Craig Lazzara, Ari Rajendra, and Howard Silverblatt of S&P Dow Jones Indices (S&P DJI) joined me to address: The current state of dividends across the globe,…

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Jan 28, 2019

An Unfair Fight: Value Managers Were Crushed

When I was in the U.S. Army, the doctrine for an attack specified a desired ratio of at least three of us versus every one of them. This would help to ensure an unfair fight. When your life is on the line, you want the odds in your favor. Why should that desire to tilt…

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May 21, 2018

A Risk of the “Participate but Protect” Mentality

I recently completed several meetings with financial advisors in Kansas and Tennessee. Traveling to meet with advisors in their offices or at events is something that I enjoy doing and informs my love of the work that our team does in advisor education. However, I am troubled by a reoccurring conversation that came up. In…

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Mar 2, 2017

Avoiding Beta Pollution in the Search for Value

In our latest S&P 500® Factor Indices Dashboard, Tim Edwards wrote, “Value’s return to form came after a decade of meagre pickings.  In fact, value recorded in its best annual relative performance since 2000.” Small wonder then that the S&P 500 Enhanced Value Index and S&P 500 Pure Value were popular topics of financial advisor…

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Nov 4, 2016

Advisors Managing Interest Rate Risk With Municipal Bond Indices and ETFS

Given that our crystal balls are opaque for predicting interest rates, I thought it would be interesting to continue my interview with two financial advisors about managing interest rate risk in the municipal bond asset class. Matt Papazian is founding partner and CIO at Cardan Capital Partners of Denver, Colorado, and Tom Cartee is a…

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Oct 26, 2016

It’s Now Easier to Strengthen Your Core With Municipal Bonds

We all know we should work on and improve our core, but how many of us have the discipline to do it?  I interviewed two financial advisors who are strengthening their core by using municipal bond indices and the ETFs that track them. Matt Papazian is founding partner and CIO at Cardan Capital Partners of…

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Feb 17, 2016

Pure Style Eliminates the Muddle in the Middle

Financial advisors who implement style investing seek to outperform the blended benchmark whenever they believe that market conditions will favor either a growth or a value approach.  Their view could be influenced by research, fundamental factors, or technicals.  To implement such a view does not require 100% conviction in either growth or value.  In fact,…

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Jan 12, 2016

Where Can Smart Beta Take You? Our FA Forum Is Coming to an Internet Near You

I am excited about our Miami Financial Advisor Forum, “Where Can Smart Beta Take You?”  This educational event will occur at the Epic Hotel in Miami on Feb. 24, 2016.  For the first time, we will livestream this financial advisor forum.  We hope that by broadening access to this event, more of you will find…

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Oct 30, 2015

How Indexing Works in Financial Literacy

It is encouraging and inspiring to see that organizations and professional bodies are willing to roll up their sleeves and help for a good cause.  The good cause in this case is financial literacy, and the organizing body was the New York Public Library during their semi-annual Financial Planning Day on October 23rd. McGraw Hill…

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Jul 9, 2015

An Index Provider’s Perspective on the Growing Australian ETF Market

The Exchange Traded Fund (ETF) landscape in Australia continues to grow and mature in assets under management (AUM) and in number of ETF products offered. As of June 2015, the Australian ETF Market was reported to be at A$18.1 Billion in AUM and 107 ETFs traded on the ASX. As an index provider with deep…

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