Does your style investing approach match your client's objectives?
For over 25 years, advisors have turned to index-based strategies tracking growth and value to enhance returns and minimize risk. But how exactly do S&P Style and S&P Pure Style differ in purpose and behavior across market cycles?
Join S&P DJI and industry experts to explore:
- Real-world perspectives on choosing style and/or pure style strategies as portfolio building blocks
- How targeting pure value and growth tilts helps advisors eliminate the muddle in the middle
- Blending style and factor strategies in allocations
- How active managers stack up to their style index benchmarks
Submit your questions during the live Q&A session following the webinar.
Speakers
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| Mark Armbruster, CFA |
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| President |
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| Armbruster Capital Management, Inc. |
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| Chad D. Carlson, CFP, CFA |
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| Owner, Director of Research, Wealth Manager |
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| BDF |
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| Jodie Gunzberg, CFA |
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| Managing Director, Head of U.S. Equities |
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| S&P Dow Jones Indices |
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| Matthew A. Papazian, CFA |
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| Founding Partner |
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| Cardan Capital Partners |
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| Aye M. Soe, CFA |
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| Managing Director, Global Research & Design |
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| S&P Dow Jones Indices |
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