The potential for stabilizing or declining interest rates has many advisors considering a shift in tactics when constructing client portfolios.

Join S&P DJI and industry leaders to explore which factors may help position for today’s uncertainty and potential opportunities down the line.

Topics will include:

  • How different factor-based indices have performed coming out of rising-rate environments.
  • Why certain factors—including quality, GARP, high dividend growth and low volatility—tend to perform well in these conditions.
  • Using factor ETFs as building blocks to move nimbly across market cycles.

Featured Speakers

Brent Kopp, S&P Dow Jones Indices

Senior Director, Central Region, Wealth Management Channel

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Joseph P. Castiglie III, Sykon Capital

Chief Operating Officer, Chief Information Officer

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Nick Kalivas, Invesco

Senior Equity Product Strategist

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Rupert Watts, CFA, CAIA, S&P Dow Jones Indices

Head of Factors and Dividends, Product Management

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