Though often overlooked, mid-cap indices have outperformed their large- and small-cap counterparts for most of the last 20 years. Topics discussed during this webinar will include:

  • How financial advisors are managing exposure via an index-based, modular approach to U.S. equities.
  • How indexing transposes into effective tools for mid-cap allocations and portfolio management.  
  • How advisors are using mid-cap tactically and strategically.

Speakers:

Phil Murphy, Vice President, North American Equities, S&P Dow Jones Indices
Eric Pollackov, Managing Director of ETF Capital Markets, Charles Schwab Investment Management, Inc.
Aye Soe, Senior Director, Index Research & Design, S&P Dow Jones Indices
Larry Whistler, President and Chief Investment Officer, Nottingham Advisors

Moderator:

Shaun Wurzbach​, Vice President, Global Head of Financial Advisor Channel, S&P Dow Jones Indices

Speaker Bios


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This Webinar is intended for financial advisors and investment professionals. All information provided by Standard & Poor’s is impersonal and not tailored to the needs of any person, entity or group of persons. Standard & Poor’s and its affiliates do not sponsor, endorse, sell, promote or manage any investment fund or other vehicle that is offered by third parties and that seeks to provide an investment return based on the returns of any Standard & Poor’s index* 
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