Dennis Badlyans
Former Associate Director, Global Research & Design , S&P Dow Jones Indices
Explore new territories with greater confidence
S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
Your Gateway to Index Data
Explore new territories with greater confidence
Our Services
Professional Resources
S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
Asset Class
Themes
By Region
Our Exchange Relationships
S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
Equity
Fixed Income
Commodities
Dividends & Factors
Multi-Asset
Other Strategies
Sustainability
Thematics
Digital Assets
Indicators
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
Research & Insights
Education
Performance Reports
SPIVA®
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Events & Webinars
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
S&P DJI has an extensive history of delivering robust and transparent benchmarks to the financial industry and always endeavors to deliver high quality indices in conformity with our core values and in compliance with all applicable laws and regulations as well as industry standards and guidelines. S&P Global's Code of Business Ethics coupled with S&P DJI policies and procedures set the standard for an effective governance program.
Find out what makes our indices tick—access index policies and methodologies, GICS® structure definitions, rebalancing and holiday schedules, and other information related to index calculation and maintenance.
Governance
Methodologies
Consultations
Our consultations enable members of the investment community to provide feedback on potential changes to index methodologies.
Your Gateway to Index Data
SPICE
Your Gateway to Index Data
S&P Global Offerings
Featured Topics
Featured Products
Events
Former Associate Director, Global Research & Design , S&P Dow Jones Indices
Gross issuance of green bonds reached USD 157 billion in 2017, nearly double that of the previous year. Fourth quarter issuance was the fastest quarterly pace on record, adding USD 48 billion, 30% more than seen in each of the previous three quarters. Issuers and issuance types continue to diversify. Asset-backed security (ABS) issuance had…
In a previous post, “Rising Above the Noise in ESG: Green Bonds,” we argued that green bonds provide a simple way to add an element of environmental investing into core fixed income holdings. In this blog, we take a closer look at the composition of the S&P Green Bond Select Index and show that it…
The emergence of ethical and sustainable concerns and the need for environmental investing has come with a wide range of options for fixed income market participants to navigate. One approach has been to rely on evaluation metrics, or ratings that measure the environmental and social impact of companies’ operations. The main challenge of this approach…
In October 2017, nearly USD 10 billion of green bonds were issued, bringing the total to USD 94 billion YTD (see Exhibit 1). The pace was slower than the record USD 15 billion of issuance seen in September 2017; however, if history repeats itself, November 2017 may give us another record month. Germany led the…
In the first three quarters of 2017, green bond issuance reached USD 83 billion, nearing the issuance reported by the Climate Bond Initiative for full-year 2016 (see Exhibit 1). France accounted for 18% (USD 14.8 billion) of the issuance, driven primarily by the USD 7.6 billion sovereign bond issued by the country in January. Commercial…
Liquidity may be defined as the ability to buy or sell a bond within a reasonable period of time and at a reasonable price. A simple way to compare two bonds is through the use of Trade Reporting and Compliance Engine (TRACE) daily volume data. The data represents the daily aggregation of each reported trade…
Solvency II is the new region-wide supervisory framework for insurance and reinsurance companies operating in the European Union. The new regime includes three pillars, calculation of capital reserves, management of risk and governance, and reporting to the national supervisory authority. Moving to a risk-based approach in calculating solvency capital requirements (SCR) will require reassessment of…
Green bond Issuance picked up in the first two weeks in May compared with the previous two-week period. Twenty new green labeled bond offerings were announced, including 11 U.S. municipal offerings with maturity structure (215 unique instruments). Issuance totaled USD 7.56 billion, of which USD 2.4 billion was in U.S. municipal bonds. Of note, German…
In an earlier blog post, we provided a brief survey of recent monetary policy cycles in the U.S., showing that a higher Fed funds rate doesn’t necessarily affect the yield on Treasury bonds in the same way. Policy rate changes affects short-term bond yields much more directly than longer-term yields (see Exhibit 1). We argued…
Over the recent weeks, there has been much debate about the notable increase of issuance in the fledgling green bond market. Indeed, green bond issuance ramped up significantly in 2016, and the accelerated pace is expected to continue this year. Total issuance of bonds labeled as green in 2016 amounted to USD 92.9 billion, nearly…