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

  • Can Wellness and Customization Improve DC Plan Outcomes?

    Watch video
  • Budgeting for Risk with Factors

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  • Managing Short and Long Term Risks with ESG

    Watch video
  • Preparing Portfolios for the Fourth Industrial Revolution

    Watch video
  • FA TALKS: Accelerated Wealth

    Read on
  • Transforming an Advisor Practice from Mutual Funds to ETFs

    Watch video

Advisor Tools

  • Index Analytics

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

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  • U.S.-Listed ETFs

    View a comprehensive list of U.S.-listed ETFs built on S&P DJI indices.

    Download now
  • 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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Join Us for Webinars Tailored to Financial Advisors

Join Us for Webinars Tailored to Financial Advisors


Contact Us

 
Shaun Wurzbach
Shaun Wurzbach
Managing Director and Head of Financial Advisor Channel
 
Ed Ware
Ed Ware
Senior Director, Eastern Region
 
Brent Kopp
Brent Kopp
Senior Director, Central Region
 
Travis Robinson
Travis Robinson
Senior Director, Head of Canada
 
Deborah Draeger
Deborah Draeger
Senior Director, Southern Region