How Has COVID-19 Affected Active vs. Passive Performance?

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

A complimentary webinar for financial advisors

Some investors think active funds are more likely to outperform in times of crisis, but what does the data say? Join industry experts at S&P DJI and Larry Swedroe, Chief Research Officer, Buckingham Wealth Partners, to see how active managers fared against their benchmarks in the past few months and beyond.

Topics will include:

  • Analyzing 15 years of SPIVA® (S&P Indices Vs. Active) data with a special focus on the COVID-19 pandemic and global financial crisis
  • Using stock dispersion to understand the likelihood of active funds outperforming
  • How advisors are using SPIVA to inform portfolio allocation recommendations

Speakers include:

  • Craig Lazzara, CFA, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices
  • Berlinda Liu, CFA, Director, Global Research & Design, S&P Dow Jones Indices
  • Larry Swedroe, Chief Research Officer, Buckingham Wealth Partners


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