Webinars

In today’s fast-evolving market landscape, sector strategies offer a way for investors to express economic views and respond to specific U.S. equity market drivers including tariffs, shifting Fed policies and increasing adoption of AI.

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

A complimentary webinar for financial advisors and wealth managers.

New research shows that most portfolios of active funds have tended to underperform comparable combinations of index strategies over the long term. Model portfolios give wealth managers an opportunity to capitalize on these findings. Join S&P DJI and industry leaders to find out how wealth managers can add value through asset allocation and avoid time spent on active manager selection, while implementing strategies consistent with their outlook.

A complimentary webinar for investment professionals

Join S&P DJI and industry leaders to discuss how this new link between Asia and the Middle East is impacting the passive investing landscape and what it could mean for sukuk and bond markets moving forward.

Topics will include:

• The Asia Middle-East Corridor’s strategic importance across regions
• Using the iBoxx Tadawul Government & Agencies Sukuk Index to understand potential risks and opportunities
• The growing role of passive strategies in sukuk and fixed income markets

With fast-shifting market dynamics in play, how can advisors stay nimble and choose factor exposures that align with current conditions?

Market and interest rate uncertainty are prompting many market participants to choose strategies that target high-quality companies and income through higher yields. Join S&P DJI and industry leaders to explore which dividend-focused approaches may help to identify undervalued companies with proven track records of quality management.

In today’s complex investment landscape, tax efficiency is key to optimizing clients’ returns.  Join S&P DJI and industry leaders to discuss index strategies for overcoming challenges and improving clients' after-tax outcomes while supporting long-term investment goals.

As the S&P SmallCap 600® marks its 30th anniversary, recent changes such as interest rate cuts signal a pivotal shift toward small-cap stocks. Join S&P DJI and industry leaders as we explore the evolution and benefits of small-cap investing. Discover how index construction can influence performance, offering unique opportunities in this dynamic segment of the market.

Passive strategies have transformed equities investing – is fixed income next? Join S&P DJI and industry leaders as they discuss the advantages of an indexed approach to fixed income and why passive bond strategies may follow a similar growth trajectory to equities.

The potential for stabilizing or declining interest rates has many advisors considering a shift in tactics when constructing client portfolios.