What You May Not Know About Indexing Core

Thursday, November 14, 2013
 

2 P.M. EST
11 A.M. PST

7 P.M. GMT
 

It’s no secret that the S&P 500® plays an integral role in building core allocations.  But what if there’s more to building core beyond large-caps? During this 60-minute educational webinar, our well-versed panelists will present a more modular approach to constructing a core portfolio while maintaining tax and cost efficiencies.  

Attendees will hear about:

  • How indexing traditional beta works beyond large-cap
  • The role of mid-cap in constructing a core portfolio and how it’s performed in comparison to large- and small-cap
  • Building a dynamic core structure with ETFs
  • How our panelists view the opportunities under current market conditions

Speakers include:

John Largent, CFA, CFP®, CAP, Chief Investment Strategist, MEMBERS® Trust Company
Philip Murphy, CFA, Vice President, U.S. Equities Product Management, S&P Dow Jones Indices
Manju Lind, CFA, Vice President, iShares
Lawrence V. Whistler, CFA, President and Chief Investment Officer, Nottingham Advisors, Inc.
 
 

 If you have previously registered for this event, please login below:
 Email
 LOGIN

Registration is required to attend this event. Please register now.
First Name*
Last Name*
Email*
Company*
Title
Street Address 1
Street Address 2
City
State
Zip/Postal Code*
Country*
Work Phone
Please specify which best describes you (FA)*
If Other, please specify
How did you hear about this webinar?*
If Other, please specify
Click here if you would like to receive CFA credit for this webinar. 
CFA Board ID
Click here if you would like to receive CFP credit for this webinar. 
CFP Board ID
Click here if you would like to receive CIMA credit for webinar. 
If you would like to submit your question in advance, please enter it here
This Webinar is intended for financial advisors and investment professionals. All information provided by S&P DJI is impersonal and not tailored to the needs of any person, entity or group of persons. 
You must have Javascript and Cookies enabled to access this webcast. Click here for Help.
 
Please enable Cookies in your browser before registering for the webcast.
 
*Denotes required.
 
REGISTER