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.

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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. 
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