Beyond Large Cap—How Dividend Aristocrats Can Add Value to Mid Caps – ProShares – 4.11.19

Summary:

Now On Demand.

In an uncertain market environment where the next days’ headlines could turn the bull to bear, consider quality investments with a demonstrated history of standing up to turmoil.

The S&P Dividend Aristocrats® are an exclusive group of companies with a distinctive mark of quality—the longest track records of consistent dividend growth.

Join Tim Edwards of S&P Dow Jones Indices and Simeon Hyman of ProShares to discuss how strategies focused on quality dividend growers—particularly those of the S&P MidCap 400® Dividend Aristocrats® Index—could help investors weather market uncertainty in 2019 and beyond. We’ll cover:

• The characteristics that identify Dividend Aristocrats as high-quality investments
• Mid-caps and how Dividend Aristocrats from this often overlooked asset class could fill a missing sweet spot in many investment portfolios
• The generally strong performance of the Dividend Aristocrats indexes in rising and falling markets over time

Speakers:

Simeon Hyman joined ProShares in 2013 as Head of Investment Strategy. Mr. Hyman leads ProShares’ team of investment professionals engaged in portfolio analysis, product research and development, education and the delivery of investment strategies using the company’s ETFs. He and his team are also responsible for the development and publication of research, white papers and other content to present ProShares as a leader in the ETF industry.

Prior to ProShares, Mr. Hyman spent several years at Bloomberg where he was Chief Investment Officer for Bloomberg’s technology-driven wealth management business, BloombergBlack. He also served as Chairman of the Investment Committee and led the team of investment professionals tasked with the continuous delivery of investment advice, research content, and strategic and tactical asset allocation guidance. Before joining Bloomberg, Mr. Hyman was Head of Investment Strategy and Due Diligence for UBS. There, he established asset allocation and investment strategies for the $300 billion UBS U.S. Wealth Management business and directed due diligence for the $50 billion separately managed account business. Prior to UBS, Mr. Hyman served as the Chief Investment Officer of Lehman Brothers Trust Company.

Mr. Hyman earned bachelor’s and master’s degrees in economics from the University of Connecticut and an MBA from Columbia Business School. He holds Series 7, 24, 63 and 66 FINRA registrations and the Chartered Financial Analyst designation.

Tim Edwards is Managing Director of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI). The group provides research and commentary on S&P DJI’s entire product set, including U.S. and global equities, commodities, fixed income, and economic indices.

Prior to joining S&P DJI in 2013, Tim worked for Barclays Capital, initially within fund-linked derivatives and subsequently in exchange-traded products and index-linked derivatives. Prior to that, he worked at the Royal Institution of Great Britain.

Tim holds a Ph.D in pure mathematics from University College London.