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

A complimentary webinar for financial advisors and wealth managers

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

Featured Speakers

Matthew Bartolini, CFA, State Street Global Advisors

Head of SPDR® Americas Research

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Mychal Campos, Betterment

Head of Investing

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Rupert Watts, CFA, CAIA, S&P Dow Jones Indices

Senior Director, Strategy Indices

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