Tag Archives: Financial Advisors
Raising the Bar with the S&P 500 ESG Elite Index
Starting with the big question, what does ESG mean to investors and can S&P DJI help? Does it mean: Avoiding certain unethical or unsustainable business practices? Yes—S&P 500® Sustainability Screened Index Investing in clean energy? Yes—S&P Global Clean Energy Index Integrating ESG scores? Yes—S&P 500 ESG Index Can it mean combining best-in-class ESG scores and avoiding unsustainable…
- Categories Sustainability
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Accessing the Expanding S&P 500 ESG Index Ecosystem
The S&P 500 ESG Index has redefined mainstream access to ESG, providing global investors with new tools designed to help them align objectives with their ESG values. Explore how this expanding ESG ecosystem is defining the sustainable core with S&P DJI’s Mona Naqvi, Horizon Investments’ Scott Ladner, Axio Financial’s Peter Horacek, and Sage Advisory’s Bob…
- Categories Sustainability
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Cboe S&P 500 Buffer Protect Indexes: First Outcome Period Recap
On June 28, 2019 the July Series of the Cboe S&P 500 Buffer Protect Indexes completed their first one-year outcome period (6/28/18 – 6/28/19). The Cboe S&P 500 Buffer Protect Indexes are designed to afford investors defined exposures to the S&P 500 Price Index, where the downside buffer levels, upside growth potential, and outcome period…
- Categories Strategy
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- Strategy
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Financial Advisers’ View on the Australian ETF Market
At the recent Australian Indexing & ETF Masterclass series held in Melbourne & Sydney, we asked the audience, 83% of whom were Financial Advisers, a number of questions using a mobile-enabled polling tool. Over 260 people attended the Masterclass across the two cities, and 189 of these people used the polling tool. 767 discrete votes…
- Categories Equities
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- Equities
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Royal Commission, Regulation, and Rocky Markets
Over the past few months, there has been a flurry of activity in the financial advisor segment of Australia. In mid-September 2018, S&P Dow Jones Indices (S&P DJI) hosted an exchange-traded fund (ETF) seminar in Perth, Western Australia. This was S&P DJI’s second foray in the West, and with Perth being one of the world’s…
- Categories Equities
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- Equities
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It’s Now Easier to Strengthen Your Core With Municipal Bonds
We all know we should work on and improve our core, but how many of us have the discipline to do it? I interviewed two financial advisors who are strengthening their core by using municipal bond indices and the ETFs that track them. Matt Papazian is founding partner and CIO at Cardan Capital Partners of…
- Categories Fixed Income
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- Fixed Income
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Master Class Prep: The Transparency of Canadian Indices
In anticipation of S&P Dow Jones Indices’ ETF Masterclass for Canadian Advisors on June 23, 2016: A Bright Future for Financial Advisory, it helps to revisit some of the company’s involvement in the country. Our firm has always been committed to Canada, with an office on King Street West, and the company has always shown…
- Categories Fixed Income
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Pure Style Eliminates the Muddle in the Middle
Financial advisors who implement style investing seek to outperform the blended benchmark whenever they believe that market conditions will favor either a growth or a value approach. Their view could be influenced by research, fundamental factors, or technicals. To implement such a view does not require 100% conviction in either growth or value. In fact,…
- Categories Equities, Factors, S&P 500 & DJIA
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- Equities, Factors, S&P 500 & DJIA
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Where Can Smart Beta Take You? Our FA Forum Is Coming to an Internet Near You
I am excited about our Miami Financial Advisor Forum, “Where Can Smart Beta Take You?” This educational event will occur at the Epic Hotel in Miami on Feb. 24, 2016. For the first time, we will livestream this financial advisor forum. We hope that by broadening access to this event, more of you will find…
- Categories Factors
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Using Indexing Tools for Risk Management — Sophisticated Strategies from Basic Building Blocks
Advisors today share a problem new to the careers of all but the eldest of us. As I discussed in a recent webinar, at Giralda Advisors, we call it the Portfolio Problem — unique in the last 30 years and arguably the most significant issue facing financial planning professionals over the next several years, if…
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