Passive Strategies for Actively Managing Risk

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

A complimentary webinar for financial advisors

Market volatility is cueing up investor fear of risk exposure. How do index-based tools help advisors simplify the discussion so they can provide investors with some peace of mind?

S&P DJI and leading industry experts will discuss:

  • Strategies designed to neutralize volatility and defend against losses during a sustained market decline
  • Quantifying risk in client discussions and designing specific ways to address those identified risks
  • How index-based defined outcome strategies can help align to client risk tolerance
  • Indexed annuity solutions evolving to multi-asset income generators and risk mitigators

Speakers include:

  • Victoria Bogner, CEO, Affinity Financial Advisors
  • Phillip Brzenk, CFA, Senior Director, Strategy & Volatility Indices, S&P Dow Jones Indices
  • Akhil Lodha, CEO, StratiFi


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