A complimentary event for financial advisors

Discover the latest strategies that transcend large-cap core. Reinvigorate clients' portfolios with techniques you may not have seen before. Join S&P DJI and leading industry experts to explore differentiated approaches that deal with risk amid changing market dynamics.

Featured speaker Sam Stovall, Chief Investment Strategist at CFRA, will share his equity market outlook for North America and discuss opportunities at the market, sector, and industry level.

Topics will include:

  • Customizing core equity portfolios using low-cost building blocks that transcend market cap weighting and address home country bias
  • Diversifying with single- and multi-factor strategies designed to help investors participate in the upside while protecting on the downside
  • The latest research on the low volatility anomaly and the effectiveness of equal weighting
  • How advisors are adopting index-based techniques and communicating their strategies in order to potentially win new clients