As modern ESG strategies built on core indices like the S&P/ASX 200 ESG Index arrive, advisors and asset managers are increasingly asking – How does ESG work in purpose-built portfolios? S&P DJI’s Stuart Magrath joins SSGA’s Meaghan Victor to discuss what ESG implementation looks like in practice. Learn more: www.spglobal.com/spdji/since-2000
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The launch of the S&P/ASX 200 ESG Index provides a transparent, rules-based foundation for market participants looking to reinforce their core while aligning investment objectives with their ESG values. S&P DJI’s Stuart Magrath joins SSGA’s Meaghan Victor to explore the data powering this innovative index and how its ESG framework influences risk/return. Learn More: www.spglobal.com/spdji/since-2000
Many advisors feel that their favorite active manager will guide them through market volatility and limit drawdowns during times of market stress. But is that how things played out at the beginning of 2020? S&P DJI’s Brent Kopp and Berlinda Liu take a closer look at COVID-19’s impact on active vs. passive performance.
On June 28, 2019 the July Series of the Cboe S&P 500 Buffer Protect Indexes completed their first one-year outcome period (6/28/18 – 6/28/19). The Cboe S&P 500 Buffer Protect Indexes are designed to afford investors defined exposures to the S&P 500 Price Index, where the downside buffer levels, upside growth potential, and outcome period…
At the recent Australian Indexing & ETF Masterclass series held in Melbourne & Sydney, we asked the audience, 83% of whom were Financial Advisers, a number of questions using a mobile-enabled polling tool. Over 260 people attended the Masterclass across the two cities, and 189 of these people used the polling tool. 767 discrete votes…
Over the past few months, there has been a flurry of activity in the financial advisor segment of Australia. In mid-September 2018, S&P Dow Jones Indices (S&P DJI) hosted an exchange-traded fund (ETF) seminar in Perth, Western Australia. This was S&P DJI’s second foray in the West, and with Perth being one of the world’s…
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…
In anticipation of S&P Dow Jones Indices’ ETF Masterclass for Canadian Advisors on June 23, 2016: A Bright Future for Financial Advisory, it helps to revisit some of the company’s involvement in the country. Our firm has always been committed to Canada, with an office on King Street West, and the company has always shown…
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,…
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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