Tag Archives: Financial Advisors
Examining Defensive Strategies Through an Index Lens
How are advisors using indices to evaluate defensive strategies as they look to protect client goals amid rising rates and inflation? Join TD Wealth’s Andrew Neatt and S&P DJI’s Julie Ballard for a closer look at the S&P 500 Dividend Aristocrats and S&P 500 Quality indices.
- Categories Factors
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Andrew Neatt, diversification, dividends, Downside Protection, ETFs, indexing, inflation protection, Julie Ballard, momentum factor, multi-asset, quality factor, real assets, rising rate protection, S&P 500 Dividend Aristocrats, S&P 500 Factors, S&P 500 Quality, S&P Dow Jones Indices, TD Wealth Management, U.S. Treasuries, wealth management
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- Factors
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- Andrew Neatt, diversification, dividends, Downside Protection, ETFs, indexing, inflation protection, Julie Ballard, momentum factor, multi-asset, quality factor, real assets, rising rate protection, S&P 500 Dividend Aristocrats, S&P 500 Factors, S&P 500 Quality, S&P Dow Jones Indices, TD Wealth Management, U.S. Treasuries, wealth management
Bringing Transparency to Green Bonds
As the global green bond market continues to grow, how are indices helping investors assess greenium and the potential opportunity set? S&P DJI’s Brian Luke joins VanEck’s Bill Sokol and Phil Kirouac for a closer look at how indexing works for green bonds.
- Categories ESG, Fixed Income
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Why Income Should Be The Outcome And The Need For Independent Indices
With the passage of the Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the “SECURE Act”, and subsequent Department of Labor rules on lifetime income disclosures, the shift towards income-focused outcomes for America’s plan participants is well underway. I was reminded of the importance of this topic after watching the…
- Categories Equities, Fixed Income, Strategy, Thematics
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Closing the Retirement Gap with Indices
How can indices help retirees achieve retirement income goals? Nobel Laureate and Resident Scientist at Dimensional Fund Advisors, Dr. Robert Merton joins S&P DJI’s Dan Draper and Aye Soe for a deep dive into the U.S. retirement ecosystem.
- Categories Equities, Fixed Income
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Other Tags
401k, Aye M. Soe, Dan Draper, DB plans, DC Plans, defined benefit plans, defined contribution plans, Dr. Robert Merton, ESG indices, FIAs, fixed index annuities, indexing, insurers, LDI, Liability driven investing, multi-asset indices, multi-factor indices, passive investing, pension funds, retirement annuities, retirement planning, S&P 500, S&P Dow Jones Indices, S&P Stride, SECURE Act, Target Date, target date indices
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- Equities, Fixed Income
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- 401k, Aye M. Soe, Dan Draper, DB plans, DC Plans, defined benefit plans, defined contribution plans, Dr. Robert Merton, ESG indices, FIAs, fixed index annuities, indexing, insurers, LDI, Liability driven investing, multi-asset indices, multi-factor indices, passive investing, pension funds, retirement annuities, retirement planning, S&P 500, S&P Dow Jones Indices, S&P Stride, SECURE Act, Target Date, target date indices
Exploring the Potential Implications of Market Reversals
How has the market’s response to the pandemic impacted the potential opportunity set? S&P DJI’s Anu Ganti and Hamish Preston examine where market reversals took place and what they could mean for active management and asset allocation strategies moving forward. Read on: Style Bias and Active Performance
Exploring a Higher Conviction Approach to ESG
With appetite for higher conviction ESG strategies on the rise, how could these darker green approaches help market participants align investments with ESG values? Jon Winslade and Jaspreet Duhra of S&P DJI join Andrew Walsh of UBS Asset Management for a closer look at the S&P 500 ESG Elite Index.
- Categories ESG
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Capturing Future Tech with Index-Based Tools
Discover how index-based strategies are expanding access to technology and innovation factors with S&P DJI’s Anu Ganti, Direxion’s Dave Mazza, and ProShares’ Simeon Hyman.
- Categories Equities, Strategy
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benchmarking, disruptive technology, Dividend Aristocrats, dividend growers, dividend growth strategies, ETFs, global equities, harnessing innovation, indexing, information technology, risk management, S&P Dow Jones Indices, S&P Kensho Moonshots, S&P Technology Dividend Aristocrats, sector strategies, transformative technology
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- benchmarking, disruptive technology, Dividend Aristocrats, dividend growers, dividend growth strategies, ETFs, global equities, harnessing innovation, indexing, information technology, risk management, S&P Dow Jones Indices, S&P Kensho Moonshots, S&P Technology Dividend Aristocrats, sector strategies, transformative technology
Making Innovation Accessible
Explore strategies and practices for identifying, selecting, and delivering innovation and disruptive technologies with Main Management’s Kim D. Arthur, IDX’s Ben McMillan, Kensington Asset Management’s Bruce P. DeLaurentis, and 3D/L Capital Management’s Benjamin M. Lavine. Watch the full event https://on.spdji.com/harnessing-disruptive-innovation-with-indices-event-2021
- Categories Equities
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Other Tags
Artificial Intelligence, benchmarking, Cryptocurrency, disruptive technology, ETFs, GICS sectors, global equities, harnessing innovation, indexing, risk management, S&P Dow Jones Indices, S&P Kensho Moonshots, S&P Kensho New Economies, S&P Kensho New Economy Indices, sector strategies, sectors and industries, transformative technology
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- Equities
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- Artificial Intelligence, benchmarking, Cryptocurrency, disruptive technology, ETFs, GICS sectors, global equities, harnessing innovation, indexing, risk management, S&P Dow Jones Indices, S&P Kensho Moonshots, S&P Kensho New Economies, S&P Kensho New Economy Indices, sector strategies, sectors and industries, transformative technology
Spotting Disruptive Technology in Sectors and Industries
John van Moyland, Global Head of S&P Kensho Indices at S&P DJI, joins Matthew Bartolini of State Street Global Advisors to examine how a new generation of indices, powered by AI and designed to track exponential innovation systematically, is helping advisors access the companies driving the Fourth Industrial Revolution.
- Categories Equities
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Other Tags
Artificial Intelligence, disruptive technology, ETFs, GICS sectors, global equities, harnessing innovation, indexing, institutional investor, risk management, S&P Dow Jones Indices, S&P Kensho New Economies, S&P Kensho New Economy Indices, sector strategies, sectors and industries, transformative technology
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- Equities
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- Artificial Intelligence, disruptive technology, ETFs, GICS sectors, global equities, harnessing innovation, indexing, institutional investor, risk management, S&P Dow Jones Indices, S&P Kensho New Economies, S&P Kensho New Economy Indices, sector strategies, sectors and industries, transformative technology
Why Disruptive Innovation Matters to Advisors
Ric Edelman, Founder of RIA Digital Assets Council, explores the new economy, its potential sources of growth, and the importance of “future proofing” client strategies.
- Categories Equities
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