Accepted for CFA®, CIMA®, and CFP® credit

A complimentary webinar for financial advisors and wealth managers

Offering quality and competitive yields, munis are reentering the spotlight as a way to diversify within fixed income. However, some muni strategies are more costly than others. How can advisors seek out opportunities while keeping bond-buying costs low?

Join S&P DJI and industry leaders as we explore:

  • How active muni funds stack up to their passive counterparts, and the hidden cost of individual bond-buying
  • How munis and corporates compare when it comes to quality and yield
  • Using short and long maturity index-based strategies to express views and position around the yield curve
  • How munis’ strong fundamentals could help weather a potential U.S. recession

Featured Speakers

Nathaniel Earle, Vanguard

Director, Senior Investment Portfolio Strategist

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Michael Furla, CFA, CFP, The Mather Group, LLC

Managing Director, Head of Fixed Income

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Jason Giordano, S&P Dow Jones Indices

Director, Product Management

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James R. Rieger, The Rieger Report LLC


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