IN THIS LIST

Refocusing On Retirement Income

Delivering Income Replacement to Retirement Plan Participants

Sector Snapshot: S&P 500 Communication Services

Managing Risk Factors in Fixed Income

Adapt to Changing Market Conditions: S&P Economic Cycle Factor Rotator Index

Refocusing On Retirement Income

  • Length 12:09

A number of advisors are shifting the retirement conversation back to income replacement.

S&P DJI's Jodie Gunzberg sits down with DFA's Christine Lubieniecki and Gary Allen of Prudent Investor Advisors to discuss what's driving the shift back to traditional DB conversation and how the S&P STRIDE Indices are being implemented in the field.


Delivering Income Replacement to Retirement Plan Participants

  • Length 9:18

How are advisors implementing S&P STRIDE to prepare participants for the transition from wealth generation to income generation?

S&P DJI's Travis Robinson sits down with Vestwell's Aaron Schumm and Prudent Investor Advisors' Gary Allen to discuss the importance of aligning the source of advice, communication tools, retirement benchmark methodologies and the underlying investment solutions when planning for retirement.


Sector Snapshot: S&P 500 Communication Services

  • Length 6:29

Fundamental characteristics of the Communication Services sector and its size and weight in the S&P 500® have changed dramatically from its past sectoral incarnation.

CFRA's Lindsey Bell joins S&P DJI's Shaun Wurzbach and Anu Ganti for an early look at sector performance, volatility, correlation, and dispersion since the GICS reshuffle.


Managing Risk Factors in Fixed Income

  • Length 5:35

Managing risk factors in fixed income may be a way for financial advisors to alter the risk and return scales to match their objectives.

S&P DJI's Brent Kopp sits with CLS Investment's Rusty Vanneman and Joe Smith to discuss how indices can inform strategies for managing the range of fixed income risk factors.


Adapt to Changing Market Conditions: S&P Economic Cycle Factor Rotator Index

  • Length 2:40

Look inside a dynamic factor rotation strategy designed to time factors in different phases of the business cycle.


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