Shaun Wurzbach, Managing Director at S&P Dow Jones Indices (S&P DJI), is responsible for financial advisor channel management globally. The financial advisor channel focuses on increasing financial advisors’ awareness of and preference for index-based solutions.
Shaun joined S&P DJI in 2007 as head of the program management office, where his goal was to improve operational efficiency, new index design and costing procedures, and to link effective change management to S&P DJI’s index calculation engines. Shaun was then asked to lead the New York and London-based index calculation teams in 2008, culminating in a reorganizational effort that resulted in a combined, international index analysis and production group.
Prior to joining S&P DJI, Shaun was a U.S. Army officer with over 20 years of active duty service including combat operations as a reconnaissance platoon leader in Desert Shield and Desert Storm. Shaun was awarded the Bronze Star Medal and the Legion of Merit.
Shaun has a master’s degree from the University of Chicago Booth School of Business, and a bachelor’s degree from The United States Military Academy at West Point. Shaun is Co-President of VALOR (Veterans and Leaders for Organizational Results), an S&P Global employee resources group.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 Read more […]
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 Read more […]
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 Read more […]
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 Read more […]
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, Read more […]
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 Read more […]
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 Read more […]
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 Read more […]
On June 24, 2015 S&P Dow Jones Indices hosted an ETF Masterclass in Canada: ETFs as a Catalyst for Canadian Advisory Growth. In advance, we believed that what would be top-of-mind for advisors was the use of ETFs for global diversification. Our panels were also prepared to address proactively positioning their firm for regulatory change, Read more […]
Some indices are favorites of mine. It might be better for me to be agnostic and dispassionate. But I can’t help myself when it comes to the S&P SmallCap 600. As far as indices go, size does matter, and in the case of this index, being small comes with quite a bit of swagger. I Read more […]