A Practical Look at Equal Weight and Low Volatility in Canada

Thursday, March 28, 2019 | 2:00 PM EDT / 11:00 AM PDT

This webinar is accepted for 1-hour CFA® and CFP®credit, pending CIMA® credit approval

The index landscape continues to expand, bringing new tools to portfolio managers looking to sharpen core allocations while keeping risk in check.

Join us to explore potential portfolio applications for equal weighting and low volatility as we dive into decades of data on these two established factor building blocks.

S&P DJI and industry experts will discuss:

  • How equal weighting may serve as an alternative to active stock-picking and mitigate stock concentration risk
  • Mindfully tilting portfolios to desired risk/return objectives by adding factors to existing core positions
  • How low volatility and small-size exposures have historically affected risk/returns
Submit your questions during the live Q&A session following the webinar.

Speakers >

Chris Doll  
Christopher Doll
Vice President, ETF Sales & Strategy
Tim Edwards  
Tim Edwards, Ph.D
Managing Director, Index Investment Strategy
S&P Dow Jones Indices
James Garcelon  
James Garcelon
Executive Vice President and Portfolio Manager
Shaunessy Investment Counsel
Travis Robinson  
Travis Robinson
Senior Director, Financial Advisor Channel
S&P Dow Jones Indices

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