Tag Archives: fa

May 31, 2021

Managing and Planning through Uncertain Times from an FA Perspective

In March 2021, we facilitated a discussion during S&P DJI’s virtual event with two financial advisors from Australia and Canada and an NZX representative who works closely with FAs in New Zealand. We asked them to reflect on the past year and how they pivoted with the onset of the Covid-19 pandemic. Andrew Neatt, TD…

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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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Mar 13, 2015

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…

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Mar 5, 2015

Don’t Lose Sight Of Sector Exposures Within Factor Indices

Broadly speaking, stocks within the same sector are often exposed to similar risk factors.  Investors with large energy sector exposures have certainly been reminded of this over the last six months.  This is precisely why segregating the U.S. equity universe by sector has been so appealing to investors over the years.  Over the last 16…

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Oct 7, 2014

What is risk anyway?

Through some simplifying assumptions, modern portfolio theory equates risk with volatility. In many cases, it is a “good enough” approximation: higher volatility indicates a greater probability of larger realized losses. But it also indicates a greater probability of larger realized gains. Most investors, however, are risk averse, meaning they are willing to give up some…

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