Webinars

While private client portfolios benefited from global equity markets' rebound in Q2, rising inflation concerns and shifting sector dynamics posed a challenge. How did portfolios perform in this complex market environment?

Join us as we put performance in perspective with an exclusive look at the ARC Wealth Indices' latest results, reflecting the outcomes of over 500,000 private client investment portfolios.

How do active funds and stock pickers stack up to the benchmarks they try to beat? For over two decades, S&P Dow Jones Indices has measured the performance of actively managed funds against their benchmarks across the world through the SPIVA® Scorecards.

Geopolitical developments have continued to reshape the Middle East’s macroeconomic landscape, prompting market participants to reassess how Shariah-compliant strategies reflect evolving energy prices, capital flows and inflation.

A complimentary webinar for financial advisors and wealth managers

In Q1, private client portfolios encountered headwinds including the sell-off in global equity markets, the sharp increase in the price of oil and rising government bond yields. How did they fare in the face of uncertainty and volatility?

As tokenization evolves, firms are weighing how—and when—to act. What does a robust tokenization strategy look like? How can it align with established product standards and be effectively communicated to investors?

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?