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

Featured Speakers

Rick Ferri, Ferri Investment Solutions

Founder and CEO

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Craig Lazzara, CFA, S&P Dow Jones Indices

Managing Director, Core Product Management

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Todd Rosenbluth, VettaFi

Head of Research

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