Webinar : Rethinking Growth and Income Strategies, 2pm EST, Feb 3 2016

As portfolio management practices become more sophisticated, financial advisors are rethinking traditional paths to growth and income. How can indexed multi-asset and factor-based strategies help you meet both the everyday and aspirational goals of a diverse client base?

Join S&P DJI and industry specialists to explore:

A practitioner’s perspective on constructing efficient hybrid portfolios with building blocks for growth and income
Analysis of dividends, fixed income, REITs, and infrastructure as sources for growth and income
Risk-management techniques and allocation strategies that validate the value-add of the in-person, holistic advisor
Submit your questions in advance or ask them during the live webinar Q&A session.
Speaker Bios
Justin Demko
Justin S. Demko, CPM
Curt Meyer
Curt Meyer
W.E. Donoghue & Co., Inc.
Lucas Turton
Lucas Turton, CFA
Windham Capital Management
Michael Orzano
Michael Orzano, CFA
S&P Dow Jones Indices
J.R. Rieger
J.R. Rieger
S&P Dow Jones Indices
Aye Soe
Aye Soe, CFA
S&P Dow Jones Indices


The Association of International Wealth Management of India (AIWMI) is a not-for-profit organization and a globally recognized membership association for finance professionals. AIWMI primarily focuses on the broad and strategic role of developing a more robust and forward-looking training infrastructure for the financial services sector and to promote more active industry involvement and collaboration in training and continuing education. AIWMI is offering advanced international certification programs along with a wide variety of high-quality executive education programs. AIWMI programs combine state-of-the-art knowledge and skills with practical experience and insights into the functioning of the financial sector. All AIWMI courses and educational events have an intense and pragmatic curriculum. Participants are exposed to the latest developments within the financial services sector. AIWMI plays a key role in guiding the development of the financial services sector. AIWMI works with key industry participants’ viz. the Government, the Regulators, the Industries/Associations, the Corporate, the Media and the General Public to achieve its objectives. Besides enhancing technical competence and professionalism in the industry, AIWMI organizes events and facilitates discussions to promote best practices in leadership and talent development in the financial sector with an aim to become Asia’s premier center of excellence for financial education.

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