Transforming an Advisor Practice from Mutual Funds to ETFs Using Factors

  • |
  • 05 mins 13 secs
How are SPIVA® data and factor innovations influencing some advisors’ transition to passive? S&P DJI’s Brent Kopp sits down with SGH Wealth Management’s Sam Huszczo for a practical look at going passive.


S&P Dow Jones Indices
Is India's Future Passive?
Launch Big Ideas
Copyright © 2019 S&P Dow Jones Indices LLC. All rights reserved. This material is reproduced with the prior written consent of S&P DJI. For more information on S&P DJI please visit For full terms of use and disclosures please visit