The Case for Passive Investing
Especially in today’s unpredictable 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
Budgeting for Risk with Factors
Managing Short and Long Term Risks with ESG
Preparing Portfolios for the Fourth Industrial Revolution
FA TALKS: Accelerated Wealth
Transforming an Advisor Practice from Mutual Funds to ETFs
Access monthly index levels and metrics that provide insight into an index’s performance.
View a comprehensive list of U.S.-listed ETFs built on S&P DJI indices.
Analyze, build, deconstruct and replicate simulated portfolios based on S&P Factor Indices.
SPIVA® (S&P Indices Versus Active) Resource Center
Discover an array of research, commentary and education on the themes that interest today’s investors.
Large-caps, mid-caps and small-caps for the basis of portfolios
Core ESG, climate-focused and thematic approaches
Quality, value, momentum and more
Sector and industry slices of U.S. and global markets
Dividend strategies for a range of objectives