Sizing Up Your Style Strategies

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

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.


Mark Armbruster  
Mark Armbruster, CFA
Armbruster Capital Management, Inc.
Chad Carlson  
Chad D. Carlson, CFP, CFA
Owner, Director of Research, Wealth Manager
Jodie Gunzberg  
Jodie Gunzberg, CFA
Managing Director, Head of U.S. Equities
S&P Dow Jones Indices
Matthew Papazian  
Matthew A. Papazian, CFA
Founding Partner
Cardan Capital Partners
Aye Soe  
Aye M. Soe, CFA
Managing Director, Global Research & Design
S&P Dow Jones Indices

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