Accessing Green Real Estate with Indices
Explore how a new measure of Green REITs is bringing transparency to ESG in the Real Estate sector with S&P DJI’s Michael Orzano and GRESB’s Dan Winters.
Using Core Sectors to Define and Manage Risk
Explore how a strategy using the 11 GICS® sectors of the S&P 500® is mitigating risk with options with S&P DJI’s Shaun Wurzbach and Swan Global Investment’s Randy Swan.
Understanding the Seasonal Rotation Strategy
Sam Stovall, Chief Investment Strategiest at CFRA discusses how to rotate rather than retreat using a seasonal rotation strategy and CFRA research.
Sector Tools for the Fourth Industrial Revolution
Explore how the cutting-edge S&P Kensho New Economy Indices capture the sectors driving the Fourth Industrial Revolution.
Maintaining Equal-Weight Sector Discipline
How does equally weighting S&P 500 sectors influence risk/return? CFRA's Sam Stovall, and Swan Global's Sean McCaffrey join S&P DJI's Shaun Wurzbach to discuss rules-based approached to sector rotation and equal-weight sector strategies.
Core Implications for S&P 500® Sectors
How are some financial advisors using S&P 500 sectors as a core replacement and risk mitigator? Swan Global's Sean McCaffrey joins S&P DJI's Shaun Wurzbach and Anu Ganti to discuss how sector and industry data is informing strategic applications of S&P 500 sectors.
Weathering the Storm with Sectors and Industries
How are financial advisors using index-based sector and industry strategies to uncover alpha while keeping risk in check? S&P DJI's Brent Kopp and Anu Ganti join CFRA's Todd Rosenbluth to discuss implementing sector tools during periods of volatility.
Which S&P 500 Equal-Weight Sectors Have Outperformed?
How does equally weighting S&P 500® sectors influence risk/return? Sam Stovall of CFRA sits down with S&P DJI's Brent Kopp and Anu Ganti to explore a range of potential applications of equal-weight sector strategies.
Sector Seasonality | Strategy to Invest in the Market
Sam Stovall, CFRA's Chief Investment Strategist, discusses seasonality of different sectors when attempting to invest in the market.
How S&P DJI and MSCI Keep GICS® Current
What led to the recent changes within the Global Industry Classification Standard, better known as GICS? David Blitzer, Managing Director and Chairman of the Index Committee at S&P DJI joins Craig Feldman, Executive Director and Global Head of Index Management Research at MSCI for an inside look at what it takes to keep GICS current for investors around the globe.
MASTERCLASS: Small Caps - December 2018
Looking across equity markets this month, investors have seen volatility reappearing and stock prices falling. Three leading stock portfolio managers join together to discuss primary issues in small caps stocks, where the future is heading, how investors can better prepare. Miles Lewis, CFA - VP & Portfolio Manager, Small Caps Value Portfolios of American Century Investments Charlie Dreifus, CFA - Portfolio Manager, Managing Director of Royce & Associates, LP Bill Costello - Senior Vice President, Co-Director of Equity Portfolios, Senior Portfolio Manage of Westwood Holdings Group For Financial Professional Use Only / Not for distribution to the public.
Can We Measure the Value of Research?
How much should a portfolio manager be willing to pay for research? S&P DJI’s Craig Lazzara and Hamish Preston explore a framework for estimating relative research values across markets and constituents.