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


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

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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