Exploring Passive's Potential in Bonds

Accepted for CFA®, CIMA®, and CFP® credit

A complimentary webinar for financial advisors and wealth managers

Passive strategies have transformed equities investing – is fixed income next? Join S&P DJI and industry leaders as they discuss the advantages of an indexed approach to fixed income and why passive bond strategies may follow a similar growth trajectory to equities.

Topics will include:

  • How to gain passive exposure across the quality spectrum of taxable bonds – from investment grade to high yield
  • How resilient fixed income index funds can be in periods of volatility
  • How advisors are implementing passive bond solutions for their clients
  • What the tax advantages are of integrating municipal bonds into passive investment strategies


  • Anu R. Ganti, CFA, U.S. Head of Index Investment Strategy, S&P Dow Jones Indices
  • Robert G. Smith, President & Chief Investment Officer, Sage Advisory
  • Connor Stack, CFA, Director, Fixed Income ETF Product Strategy, BlackRock


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