SIAA accredited CPD webinars are offered free to Principal, Practitioner and Affiliate members. Content will be delivered via panels, interactive discussion, presentations and quizzes and to be eligible for CPD you will need to participate in the webinar live.
Indexing in wealth management: A strategic shift
Wednesday 11 June from 1.00 to 2.00pm AEST
Indexing is no longer just about tracking the market—it’s become a powerful tool for wealth managers to deliver transparency, efficiency, and tailored outcomes. Julie Ballard will examine the reasons for the growing prevalence of index-based strategies and explore how they are evolving to support portfolio construction, risk management and sustainable investing goals. Join us to better understand how indexing is reshaping the future of wealth management.
Julie Ballard, Director, Channel Management, Australia & New Zealand, S&P Dow Jones Indices
Julie collaborates with index partners and wealth management industry participants to enhance visibility and support the growth of index-based investment strategies across all asset classes. In her role, she leverages S&P DJI’s extensive range of research and educational resources help industry participants effectively apply indices in developing investment solutions and managing risk. Julie joined S&P DJI in March 2022. Previous experience includes managing strategic relationships at Citigroup, AXA, AMP and MLC Asset Management.
Professional standards CPD: 1.0 Technical competence
ASIC RG146: 1.0 Generic Knowledge
Webinar – Indexing in wealth management: A strategic shift
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
If you experience any difficulty with your online registration, please call our office on (02) 8080 3200.
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