S&P Dow Jones Indices

WEBINAR

Model Insights and a New Lens on Active vs. Passive Performance

Thursday, October 23, 2025 | 2:00 PM ET / 11:00 AM PT
Accepted for CFA^®, CIMA^®, and CFP^® credit

A complimentary webinar for financial advisors and wealth managers

New research shows that most portfolios of active funds have tended to underperform comparable combinations of index strategies over the long term. Model portfolios give wealth managers an opportunity to capitalize on these findings.

Join S&P DJI and industry leaders to find out how wealth managers can add value through asset allocation and avoid time spent on active manager selection, while implementing strategies consistent with their outlook.

Topics will include:

How wealth managers can stay nimble but avoid the pitfalls of stock- and bond-picking
Practical strategies for building a model based on an outlook
What to look for when selecting an outsourced model portfolio

Speakers include:

Deborah Draeger, Senior Director, Southern Region, S&P Dow Jones Indices
Grant Engelbart, CFA, CAIA, Vice President, Investment Strategist, Carson Wealth
Joseph Nelesen, Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices
Sam Stovall, Chief Investment Strategist, CFRA