Shaun Wurzbach

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

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.

Author Archives: Shaun Wurzbach

The Small Respect it Deserves

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 […]

Et tu, Robo?

Many US financial advisors must feel like they are “under the gun” as the President and parts of his administration call for a stronger fiduciary standard.  Simultaneously, I receive several emails per day on “robo-advisors” and how they spell doom for financial advice as we know it.  I find the second challenge to financial advisors Read more […]

How Two Robo-Advisors Define Core

I was intrigued by the recent Barron’s cover story on robo-advice.  The Barron’s article described example portfolios for Betterment, Charles Schwab, Vanguard Personal Advisor Services, and Wealthfront.  As I mentioned in my last post, robo-advisors are power-users of indexing and ETFs.  So I thought that it would be interesting to compare and contrast some of Read more […]

Questions and Answers from our Passive vs Active Webinar

In the last post I wrote, I mentioned that I recently moderated a global webinar for financial advisors on the topic of S&P DJI research on passive vs active.  We received 20 questions during the course of this webinar.  I thought that it would be interesting to share some of those questions from advisors and Read more […]

So Alpha is a Myth? A Mix of Skepticism and Conviction on our Passive vs Active Research

I recently moderated a global webinar for financial advisors on the topic of S&P DJI research on passive versus active investing.  Presenters on the webinar included Aye Soe, our Head of Global Research & Design, Rick Ferri, Founder and Managing Partner of Portfolio Solutions, and Antoine Lesne, Head of ETF Sales Strategy in EMEA for Read more […]

The Empowering Ability to be Selective in Emerging Markets

With a recent webinar on China, an ETF.COM article titled “Global Investors Plan To Shun Emerging Markets” caught my eye.  The article, written by Rachael Ravesz, noted that 29% of the 4,208 investors surveyed by asset manager Legg Mason planned to move money from Emerging Markets into Developed Markets.  The article shared a few reasons Read more […]

Is Diversification Insufficient?

Oil price shocks and a revisit of deflationary concerns in Europe are just some of the “gifts” the New Year has brought in 2015 to increase volatility in global financial markets.  The concern for financial advisors is that loss of invested capital may come with volatility if there is a need or a client decision Read more […]

How Some Financial Advisors Embrace SPIVA: Part 2

In my last post, I wrote about how we approached financial advisors with SPIVA.  In that effort to share SPIVA results, we were pleasantly surprised to find that some financial advisors were already embracing SPIVA.  Here are two more examples of that to add to Phil Dodson’s example presented in the last post. Todd Green Read more […]

How Some Financial Advisors Embrace SPIVA®

When we began our Financial Advisor Channel initiative 5 years ago we had doubts about how some advisors would take to SPIVA.  SPIVA is our index vs active research and stands for S&P Indices Versus Active.  Published every six months, SPIVA compares S&P index benchmarks against all mutual funds of the same size and style Read more […]

How Do You Communicate Risk Management in a Year When it Doesn’t Matter?

The S&P Dow Jones Indices Financial Advisor Channel has followed the progress of Exchange Traded Fund (ETF) Strategists with interest for over four years. In fact, we have developed close working relationships with many of those firms. They are often champions of indexing; power-users of ETF use in portfolio management. Whether one tracks ETF strategists Read more […]