In With the Old and the New: Why Core Strategies Are Still Essential


Click below and register to hear the webinar replay with Nottingham’s Senior Portfolio Manager, Matthew Krajna, CFA, as a panelist on the S&P Dow Jones Indices webinar for financial advisors.

Despite continuous innovation in the investment landscape, a majority of global ETF AUM is still concentrated in core strategies. Why? … Because they work.

15 years of SPIVA® (S&P Indices vs. Active) data shows the persistent success of indexing core equities and fixed income in both bull and bear markets.

While it’s no secret that a strong core reinforces portfolio foundations efficiently, allowing more time to address individual client goals – the range of effective core strategies could be even broader than you think.

Join us and leading industry practitioners to explore:

  • Strategic and tactical index-based core allocation solutions to match individual goals and risk tolerance levels
  • Building a cost-efficient core with ETFs to pave the way for more scalable growth of your business
  • The role that core indices play in meeting fiduciary standard requirements

Click here and register to listen to the webinar replay.

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