The Case for Passive Investing

Especially in today’s uncertain markets, how can advisors make allocation decisions designed to mitigate risk without sacrificing returns for their clients? S&P Dow Jones Indices offers some of the best-known, universally trusted and widely licensed indices backed by tools and information advisors need to evaluate their choices in both passive and active investing.

Read on to learn more about index-based solutions all advisors should understand, find out how you can use them in your practice, and uncover a wealth of resources on passive investing.

Today’s Key Strategies from a Practitioner’s Point of View

  • Using S&P 500 ESG to Reinforce Core and Manage Risk

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  • Budgeting for Risk with Factors

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  • How is SPIVA Data Informing Advisor Allocations?

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  • Transforming an Advisor Practice from Mutual Funds to ETFs

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  • The Active Manager’s Conundrum

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  • S&P Composite 1500: An Efficient Measure of the U.S. Equity Market

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  • FA Talks: Managing Retirement Hazards with Managed Indexing

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  • FA Talks: A Practitioner’s Guide to Accessing Next Gen Sectors with AI

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  • S&P Global BMI: Cornerstone of Global Markets

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Advisor Tools

  • Index Analytics

    Access monthly index levels and metrics that provide insight into an index’s performance.

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  • Canada-Listed ETFs

    View a comprehensive list of Canada-Listed ETFs built on S&P DJI indices.

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  • Factor Allocator

    Analyze, build, deconstruct, and replicate simulated portfolios based on S&P Factor Indices.

    Access the tool

Trending Topics

Discover an array of research, commentary and education on the themes that interest today’s investors.
  • U.S. Core

    Large-caps, mid-caps and small-caps for the basis of portfolios

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  • ESG

    Core ESG, climate-focused and thematic approaches

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  • Factors

    Quality, value, momentum and more

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  • Sectors

    Sector and industry slices of U.S. and global markets

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  • Dividends

    Dividend strategies for a range of objectives

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Canadian ETF Masterclass: Building a More Resilient Core

Evolution in Investment Management. What Is Happening, and Why?
What’s the Role of U.S. Core in Canada?
Exploring Core Applications of ESG
How Indexing Has Simplified Factor Investing
Understanding the Market Impact of the U.S. Election

This year's mix of volatility and prolonged uncertainty underscores the importance of building a resilient core. As investors look to prepare portfolios for 2021, how could more strategic building blocks offer protection from the unforeseen without sacrificing access to opportunity?

Join Us for CE-Accredited Webinars Tailored to Financial Advisors

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Travis Robinson
Travis Robinson
Senior Director, Head of Canada