Tag Archives: indexing
Navigating Private Credit Liquidity Challenges with Indices
What’s driving insurance companies’ increased allocation to private credit? S&P Global Market Intelligence’s Lynn Bachstetter joins S&P DJI’s Frans Scheepers and State Street Global Advisors’ Bill Ahmuty to explore how indices like the iBoxx Liquid Leveraged Loan Index are helping insurers identify and navigate liquidity challenges in private credit markets.
- Categories Fixed Income
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Financial Planning Using Indices: From Taxes to Factors
How are advisors putting SPIVA data and factors to work as they build long-term plans to help clients achieve objectives? Delta Wealth Advisors’ Dino Efthimiou and Niko Finnigan join S&P DJI’s Brent Kopp for a practical look at the importance of tax management and the role of indexing in building a comprehensive plan for clients….
- Categories Factors
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Getting to Know the SPIVA After-Tax Scorecard
What do the SPIVA Scorecard results look like once you factor in taxes? Join S&P DJI’s Anu Ganti and Joseph Nelesen for a deep dive into key findings from the inaugural SPIVA After-Tax Scorecard.
- Categories Equities
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- Equities
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Surveying the Latest SPIVA India Scorecard Results
Were active and fixed income fund managers able to keep up with their benchmarks in the latest SPIVA India Scorecard? Dive into the latest results with S&P DJI’s Bhavna Sadarangani and Benedek Vörös.
- Categories Equities, Fixed Income
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- Categories
- Equities, Fixed Income
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What Do Insurance Companies Need to Know About SPIVA?
How and when are insurers implementing index-based strategies as they seek liquidity, diversification, and risk mitigation? S&P DJI’s Raghu Ramachandran and Anu Ganti join BlackRock’s Andrew Masalin to discuss what’s driving passive outperformance and the use of ETFs by insurers through the lens of SPIVA.
- Categories Equities, Fixed Income
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Tracking the Sun with Indices
How can an index measure the companies driving the continued rise of solar power? Take a custom look at how indexing works for solar with S&P DJI’s Michael Mell and MAC Solar Index’s Richard Asplund.
Why Do U.S. Mid-Cap Equities Matter?
Take a deep dive into the S&P MidCap 400 as S&P DJI’s Hamish Preston and Sherifa Issifu explore what makes the S&P 400 relevant globally and the distinctive sector and risk/return characteristics of this slice of the U.S. equity market.
- Categories Equities
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The S&P GARP Index Series Expands to Include S&P MidCap 400 and S&P SmallCap 600 Versions
The S&P 500® GARP (Growth at a Reasonable Price) Index was launched in February 2019 to strike a balance between pure growth and pure valuation. Due to its popularity among market participants, this index series has recently been expanded to include the S&P MidCap 400® GARP Index and the S&P SmallCap 600 GARP® Index. The…
Lessons from 20 Years of Equal Weight
How has equal-weight compared with cap-weight historically? S&P DJI’s Hamish Preston and Invesco’s Nick Kalivas explore how differences in index construction have influenced index performance, sector and factor composition, and results in the latest SPIVA Scorecards.
Exploring Two Decades of Fixed Income Innovation
Take a closer look at the latest SPIVA results as S&P DJI’s Brian Luke and BlackRock’s Stephen Laipply discuss how indexing works for fixed income, the iBoxx liquidity ecosystem, and what a growing range of passive tools could mean for yield seekers as income returns to fixed income.
- Categories Fixed Income
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Active vs. Passive, Bond ETFs, bond yields, Brian Luke, credit risk management, Derivatives, duration risk management, fixed income, Fixed Income ETFs, fixed income mutual funds, futures, high yield corporates, iBoxx, income generation, interest rate management, investment grade corporates, iTraxx, liquidity, options, rising rates, S&P Indices vs. Active, SPIVA, total return swaps
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- Fixed Income
- Other Tags
- Active vs. Passive, Bond ETFs, bond yields, Brian Luke, credit risk management, Derivatives, duration risk management, fixed income, Fixed Income ETFs, fixed income mutual funds, futures, high yield corporates, iBoxx, income generation, interest rate management, investment grade corporates, iTraxx, liquidity, options, rising rates, S&P Indices vs. Active, SPIVA, total return swaps