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

A complimentary event for financial advisors and wealth managers

For 20 years, our S&P Indices vs. Active (SPIVA®) Scorecards have shown that in most markets, passive beats active over the long-term. Today, many advisors are using SPIVA data to make more informed portfolio allocations by identifying when and where indexing has outperformed.

Join S&P DJI and industry leaders to explore:

• How indexing has changed over the past 20 years, and what that means for advisors today
• A practical look at SPIVA across different market conditions, business cycles, market caps and investment styles
• How stock dispersion has correlated with active funds' ability to outperform

Speakers Include:

• Rick Ferri, CFA, Founder and CEO, Ferri Invesment Solutions
• Craig Lazzara, CFA, Managing Director, Core Product Management, S&P Dow Jones Indices
• Todd Rosenbluth, Head of Research, VettaFi