S&P Dow Jones Indices

WEBINAR

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

Speaker Bios