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Tag Archives: Financial Advisors

Jan 25, 2024

Financial Planning Using Indices: From Taxes to Factors

How are advisors putting SPIVA data and factors to work as they build long-term plans to help clients achieve objectives? Delta Wealth Advisors’ Dino Efthimiou and Niko Finnigan join S&P DJI’s Brent Kopp for a practical look at the importance of tax management and the role of indexing in building a comprehensive plan for clients….

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Jan 26, 2023

Surveying Style Indices

How can index construction inform style selection? S&P DJI’s Craig Lazzara takes a closer look at the S&P Style and S&P Pure Style Indices and how these different approaches to indexing Growth and Value are designed to help advisors align strategies with client objectives.

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Jan 25, 2023

Examining a Broad-Based Approach to ESG

Take a closer look at the index design and data powering S&P DJI’s headline ESG indices with Maggie Dorn and DWS’ Taylor Anderson.

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Dec 22, 2022

Defending with S&P Dividend Growers

How does constructing high capacity indices focusing on stable dividend growers and excluding potential value traps, tend to lead to higher profitability, reduced volatility, and greater risk-adjusted performance than the benchmark? S&P DJI’s Pavel Vaynshtok, Vanguard’s Janel Jackson, and MJP Wealth Advisors’ Brian Vendig take a closer look at the S&P Dividend Grower Indices.

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Oct 24, 2022

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.

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May 24, 2022

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.  

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Nov 8, 2021

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…

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Oct 28, 2021

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.

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Aug 12, 2021

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

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Jul 13, 2021

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.  

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