How can wealth managers strike the right balance between rules-based and human analysis-based approaches to thematic investing? While rules-based approaches may not capture the whole picture, human-led active thematic strategies may expose investors to higher fees and emotion-driven decisions.

Join us to explore how index-based thematic strategies combine the merits of both approaches while mitigating their challenges.

Topics will include:

• How thematic index methodologies that combine quantitative and qualitative approaches may help investors weather more volatile periods
• How wealth managers are using future-proofing strategies to help prepare for the years ahead and mitigate longevity risk
• How real assets, ESG themes such as clean energy, and innovation-focused Kensho strategies may contribute to increased diversification

Speakers include:

• Matthew Bartolini, CFA, Managing Director, Head of SPDR Americas Research, State Street Global Advisors
• Mychal Campos, Head of Investing, Betterment
• Rupert Watts, CFA, CAIA, Senior Director, Strategy Indices, S&P Dow Jones Indices