Kelly Tang

Global Research & Design

Kelly Tang is Director, Global Research & Design, at S&P Dow Jones Indices. Kelly is responsible for conceptualization, research, and design covering global strategy across different asset classes. Kelly publishes research papers related to capital markets and investment concepts geared for both retail and institutional channels.

Prior to joining S&P Dow Jones Indices in 2015, Kelly was a senior economics analyst at Bessemer Investment Management, reporting directly to the Chief Investment Officer. In addition to her work analyzing economic data trends and publishing reports for Bessemer’s client account managers, she also specialized as a commodities analyst for the firm’s Real Return Commodities Fund and a mid-cap financials analyst. Prior to Bessemer, Kelly worked on the sell-side at Sanford C. Bernstein & Co. covering brokerage stocks and in Goldman Sachs Asset Management investment management services division.

Kelly serves as Adjunct Professor at Fordham University’s Gabelli School of Business. In addition to undergraduate and graduate courses on portfolio management, Kelly teaches “Cases in Investor Relations,” a graduate course she designed. Kelly is a CFA Charterholder, a member of the New York Society of Security Analysts (NYSSA), and the CFA Institute. Kelly has a bachelor’s degree in history from Stanford University and a master’s in business administration from Harvard University.

Author Archives: Kelly Tang

Sustainability Landscape in Brazil

At the annual ABRAPP (Associação Brasileira das Entidades Fechadas de Previdência Complementar, the organization representing pension fund managers in Brazil) conference, sustainability was one of the headline topics.  The conference allowed for in-depth discussions with Brazilian institutional investors, regulators, officials from B3 (formerly known as Bovespa and now the largest exchange in Latin America), trade Read more […]

Carbon Exposure of Smart Beta Indices

Carbon emission awareness has been gaining greater prominence on many market participants’ radar as they continue to seek and demand carbon emission information and related risks for companies associated with climate change.  To address this need, the Financial Stability Board taskforce recently published a series of recommendations on how companies should report climate-related risks and Read more […]

Measuring ESG Improvement: Impact Reporting Versus Impact Measurement

As the importance of ESG investing grows, especially in the U.S., the ability to quantify and measure the impact of an ESG-incorporated portfolio will become more relevant.  In evaluating performance, traditional investors focus on standard metrics such as return, risk, tracking error, and other familiar modern portfolio theory statistics; however, ESG investors require all of Read more […]

SRI Community Stands Together

The SRI (Sustainable, Responsible, Impact Investing) conference took place recently in Denver, and it is a three-day conference that brings together asset owners, asset managers, and other investment professionals in the ESG, shareowner advocacy, and impact investing space. The conference is in its 27th year, and given that the conference took place in mid-November—right after Read more […]

Buybacks, Dividends, Capex, and Long-Term Value Creation

This is the fourth and final in a series of blog posts relating to the launch of the S&P Long-Term Value Creation (LTVC) Global Index. In our recent paper “Long-Termism Versus Short-Termism, Time for the Pendulum to Shift?” we discussed reasons why short-term corporate behaviors persist in developed economies.  One of the key drivers was Read more […]

The Role of Quality in Long-Term Value Creation

  This is the third in a series of blog posts relating to the launch of the S&P Long-Term Value Creation (LTVC) Global Index. In the last blog, we discussed how long-term investing requires looking at metrics that go beyond the standard GAAP financial accounting measures and why the Economic Dimension (ED) score from RobecoSAM Read more […]

Can Sustainability Be Quantified?

This is the second in a series of blog posts relating to the launch of the S&P Long-Term Value Creation (LTVC) Global Index. The Index S&P Dow Jones Indices collaborated extensively with the Canada Pension Plan Investment Board (CPPIB) over the past nine months to create an index that seeks to measure the performance of Read more […]

Looking Beyond the Short Term

This is the first in a series of blog posts relating to the launch of the S&P Long-Term Value Creation (LTVC) Global Index. The debate continues on the detrimental impact of the short-term mindset of public companies.  Short-termism (a.k.a. quarterly capitalism) is defined as companies’ fixation on managing for the short term, with decisions driven Read more […]