Accepted for FPA CPD credit

A complimentary webinar for financial advisors and investment professionals

Equity markets around the world have continued their rebound after the sharp drawdown in 2020. The S&P/ASX 200 has followed suit, posting a gain of 27.8% over the 12 months ending June 2021.

Did the volatility of this uncertain period give active funds a better shot at outperforming their benchmarks? And how have Australian active funds stacked up to their benchmarks over longer periods?

Priscilla Luk, author of S&P DJI's S&P Indices vs. Active (SPIVA®) Scorecard and Christian Beltrame, Director of RCB Advisors, will help answer these questions and discuss:

  • How Australian active funds have fared against their comparable benchmark indices over short- and long-term horizons
  • Whether the effectiveness of indexing differs in bull and bear markets
  • How advisors are using SPIVA research to inform portfolio allocation recommendations

Featured Speakers

Priscilla Luk, S&P Dow Jones Indices

Managing Director of Global Research & Design, APAC

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Christian Beltrame, RCB Advisors

Director

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Shaun Wurzbach, S&P Dow Jones Indices

Managing Director, Global Head of Wealth Management Channel

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