How has the growth of defined contribution plans changed the focus of 401(k)s from savings to income?
S&P DJI's Jodie Gunzberg joins Jack Towarnicky of PSCA and Tim Kohn of DFA for a closer look at the history of DC and the S&P STRIDE benchmark.
How the History of DC Shapes Our Retirement Future
Managing Downside Risks for Retirement
Pure Precision in Style Investing
Maintaining Equal-Weight Sector Discipline
Core Implications for S&P 500® Sectors
How the History of DC Shapes Our Retirement Future
- Length 8:18
Managing Downside Risks for Retirement
- Length 7:02
How are index-based strategies being implemented to mitigate sequence of return risk?
S&P DJI's Shaun Wurzbach joins Accelerated Wealth's Bill Walton and Peak Capital Management's Geoff Eliason to discuss the importance of a diversified approach to risk management in retirement strategies.
Pure Precision in Style Investing
- Length 7:45
How does S&P Pure Style's stricter definition of value and growth influence risk/return?
S&P DJI's Shaun Wurzbach sits down with Phillip Brzenk and Melody Duan for a closer look at the design and potential applications of sharper style tools.
Maintaining Equal-Weight Sector Discipline
- Length 9:12
How does equally weighting S&P 500® sectors influence risk/return?
CFRA's Sam Stovall, and Swan Global's Sean McCaffrey join S&P DJI's Shaun Wurzbach to discuss rules-based approached to sector rotation and equal-weight sector strategies.
Core Implications for S&P 500® Sectors
- Length 7:24
How are some financial advisors using S&P 500 sectors as a core replacement and risk mitigator?
Swan Global's Sean McCaffrey joins S&P DJI's Shaun Wurzbach and Anu Ganti to discuss how sector and industry data is informing strategic applications of S&P 500 sectors.
