In With the Old and the New: Why Core Strategies Are Still Essential

TUESDAY, MAY 23 AT 1:30 PM ET

Complimentary Live Webinar - CE Credit Approved

Despite continuous innovation in the investment landscape, a majority of global ETF AUM is still concentrated in core strategies. Why? … Because they work.

15 years of SPIVA® (S&P Indices vs. Active) data shows the persistent success of indexing core equities and fixed income in both bull and bear markets. While it’s no secret that a strong core reinforces portfolio foundations efficiently, allowing more time to address individual client goals - the range of effective core strategies could be even broader than you think.

Join us and leading industry practitioners to explore:

  • Strategic and tactical index-based core allocation solutions to match individual goals and risk tolerance levels
  • Building a cost-efficient core with ETFs to pave the way for more scalable growth of your business
  • The role that core indices play in meeting fiduciary standard requirements

Speakers:
Matthew Krajna, Senior Portfolio Manager, Nottingham Advisors
Preston Paine, Financial Advisor, Portfolio Manager, Morgan Stanley
Matthew Papazian, CFA, Founding Partner, Cardan Capital Partners
Jason Ritzenthaler, CFA, Co-Chief Investment Officer, Members Trust Company
Aye Soe, CFA, Managing Director, Global Research & Design, Americas, S&P Dow Jones Indices
Todd Stankiewicz, Vice President, Private Wealth Manager, Senior Portfolio Advisor, Merrill Lynch

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