Navigating Markets with Factors: From Quality to Equal Weight

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

A complimentary webinar for financial advisors and wealth managers

Factor strategies may help advisors confront the heightened concentration risk, economic uncertainty and geopolitical dynamics that define our current market.

Join S&P DJI and leading industry practitioners to explore topics including:

  • Which factors are delivering the highest returns in 2023 and what's driving their outperformance
  • How advisors are using index-based factor strategies to access exposures across the market cap spectrum
  • Why some investors are turning to the quality factor's unique combination of defensive and growth exposures
  • Mitigating concentration risk using equal-weight strategies

Speakers include:

  • Matthew Bartolini, Head of SPDR Americas Research, State Street Global Advisors
  • Ryan McCormack, Senior Factor and Core Equity Strategist, Invesco
  • Andrew Neatt, Private Investment Advice, TD Wealth
  • Joseph Nelesen, Ph.D., Senior Director, Index Investment Strategy, S&P Dow Jones Indices


© S&P Dow Jones Indices LLC. All rights reserved.
Unsubscribe Update your Preferences Privacy Policy Cookie Notice Terms of Use Do Not Sell My Personal Information