Index Strategies: The Untapped Opportunity
June 15 , 2023
Join FTSE Russell for a discussion of recent findings from their Retail Investor Survey. FTSE Russell asked more than 1,000 retail investors for their views on a wide range of topics from investment goals and asset allocation to working with financial advisors. The findings show that 77% of retail investors are satisfied with their index strategies – and that two-thirds of investors would like their financial advisors to discuss index investing. This represents a huge untapped opportunity for the wealth community.
In this MMI Webinar, representatives from the LSEG family of companies – including Refinitiv Investment & Wealth Solutions, LSEG Lipper, and FTSE Russell – will dive deeper into their survey findings and share:
- Investor Insights – investor motivations for choosing index strategies, plans for allocating future assets, and what advisors can do to add value.
- How to better utilize index strategies – why index strategies are important and how to use them in asset allocation strategies.
- What’s happening in the marketplace – where assets are flowing in today’s market.
50 minutes (including time allocated for Q&A)
Please share this invitation with any colleagues at your firm who would be interested in attending.
We hope you can join us on June 15. This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available.
Arlen Oransky, EVP, Chief Membership Officer, Money Management Institute
Indrani De, CFA, PRM, Head of Global Investment Research, FTSE Russell
Robert Jenkins, Global Head of Research, Refinitiv/LSEG
Susan Quintin, Head of Business Management, Investment & Wealth Solutions, LSEG