How Does Indexing Keep Advisors Ahead of the Curve?

Wednesday, March 27, 2019 | 12:00 PM - 6:00 PM
Sheraton Clayton Plaza | St. Louis, MO

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


Advancements in index-based investing are bringing financial advisors sophisticated solutions once exclusively available to institutional managers. From next-generation sector tools, to single- and multi-factor combinations, the evolution of indices is empowering advisors to construct more efficient portfolios while redefining their value proposition to clients.

Join us as Sam Stovall, Chief Equity Strategist at CFRA, provides a market outlook and assesses opportunities at the market, sector, and industry level. And don't miss David Blitzer, Managing Director and Chairman of the Index Committee at S&P DJI, as he provides an inside look at how the Committee keeps the S&P 500 current so it can continue to serve as the most widely tracked measure of U.S. equities.


Leading practitioners will also explore:

  • How advisors are combining the best of both active and passive strategies to improve portfolio diversification
  • What a combination of SPIVA® (S&P Indices vs. Active) and Persistence data says about the ability of past "winners" to persist over long time horizons
  • Using single- and multi-factor strategies as portfolio diversifiers and risk mitigators
  • Accessing cutting-edge S&P Kensho Indices designed for the sectors driving the Fourth Industrial Revolution

Agenda >


Speakers

David Blitzer  
 
David Blitzer, Ph.D
 
Managing Director and Chairman of the Index Committee
 
S&P Dow Jones Indices
 
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.

 

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