The Case for Going Passive with Munis

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

A complimentary webinar for financial advisors and wealth managers

Offering quality and competitive yields, munis are reentering the spotlight as a way to diversify within fixed income. However, some muni strategies are more costly than others. How can advisors seek out opportunities while keeping bond-buying costs low?

Join S&P DJI and industry leaders as we explore:

  • How active muni funds stack up to their passive counterparts, and the hidden cost of individual bond-buying
  • How munis and corporates compare when it comes to quality and yield
  • Using short and long maturity index-based strategies to express views and position around the yield curve
  • How munis' strong fundamentals could help weather a potential U.S. recession

Speakers include:

  • Nathaniel Earle, Senior Active Fixed Income Product Manager, Vanguard
  • Michael Furla, CFA, CFP, Managing Director, Head of Fixed Income, The Mather Group, LLC
  • Jason Giordano, Director, Fixed Income Product Management, S&P Dow Jones Indices
  • James R. Rieger, Owner, The Rieger Report LLC


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