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WEBINAR ON DEMAND

Finding a Factor Fit in a Changing Interest Rate Environment

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

A complimentary webinar for financial advisors and wealth managers

The potential for stabilizing or declining interest rates has many advisors considering a shift in tactics when constructing client portfolios. Join S&P DJI and industry leaders to explore which factors may help position for today's uncertainty and potential opportunities down the line.

Topics will include:

  • How different factor-based indices have performed coming out of rising-rate environments
  • Why certain factors—including quality, GARP, high dividend growth and low volatility—tend to perform well in these conditions
  • Using factor ETFs as building blocks to move nimbly across market cycles


Speakers include:

  • Brent Kopp (Moderator), Senior Director, Central Region, Wealth Management Channel, S&P Dow Jones Indices
  • Joseph P. Castiglie III, CFA, COO, CIO, Sykon Capital
  • Nick Kalivas, Senior Equity Product Strategist, Invesco
  • Rupert Watts, CFA, CAIA, Head of Factors and Dividends, Product Management, S&P Dow Jones Indices

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