Sizing Up Your Style Strategies

Wednesday, January 16, 2019 | 2:00 PM EST / 11:00 AM PST

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.

Speakers

Mark Armbruster  
 
Mark Armbruster, CFA
 
President
 
Armbruster Capital Management, Inc.
 
Chad Carlson  
 
Chad D. Carlson, CFP, CFA
 
Owner, Director of Research, Wealth Manager
 
BDF
 
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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