Applying the Next Wave of Index-Based Strategies

Tuesday, May 7, 2019 | 11:30 AM - 5:00 PM
Fairmont Olympic Hotel | Seattle, WA

Accepted for CFA®, CIMA®, and CFP® credit

A complimentary event for financial advisors

The evolution of indexing has yielded advancements that go far beyond market-cap-weighted beta. Join S&P DJI and leading industry experts to explore the innovative tools available to advisors today—from factors to sectors driven by disruptive technology to defined outcome strategies.

Featured speaker Sam Stovall, Chief Investment Strategist at CFRA, will share his equity market outlook and discuss opportunities at the market, sector, and industry level. Rich Lyons, Dean of the Haas School of Business at UC Berkeley, will participate in a fireside chat on how values-based leadership can transform advisors' practices.


Topics will also include:

  • De-risking portfolios with tactical ETF strategies that can help investors participate in the upside while protecting the downside
  • Actionable innovations in core equity indexing that may offer greater flexibility, including better ways to slice and dice equities
  • Using single- and multi-factor strategies as portfolio diversifiers
  • Why advisors are increasingly turning their attention to ESG

Agenda >

Speakers

Rich Lyons  
 
Rich Lyons
 
Dean of the Haas School of Business
 
UC Berkeley
 
Sam Stovall  
 
Sam Stovall
 
Chief Investment Strategist
 
CFRA

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Praesent porttitor malesuada ornare. Etiam pellentesque vitae risus in elementum. Vivamus ex sem, maximus in ligula vitae, dictum luctus felis. Etiam et rutrum mauris, congue hendrerit nisi. Aenean lorem sem, consequat sit amet diam ut, pellentesque aliquet ante. Ut egestas massa mi, nec condimentum ipsum suscipit non. Interdum et malesuada fames ac ante ipsum primis in faucibus.

Praesent porttitor malesuada ornare. Etiam pellentesque vitae risus in elementum. Vivamus ex sem, maximus in ligula vitae, dictum luctus felis. Etiam et rutrum mauris, congue hendrerit nisi. Aenean lorem sem, consequat sit amet diam ut, pellentesque aliquet ante. Ut egestas massa mi, nec condimentum ipsum suscipit non. Interdum et malesuada fames ac ante ipsum primis in faucibus.

 

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