Elizabeth Bebb
Director, U.S. Equity Indices, S&P Dow Jones Indices
GICS Changes Are upon Us
As time passes, we draw ever closer to the date of the GICS® changes scheduled to take effect after the market close on March 17, 2023. There are five changes being implemented, some of which will move companies among sectors and others that will move companies within sectors. Recent blogs have announced these changes: GICS…
Diversification Beyond Borders
Academic theorists often assert the decision of where to invest as more important than the decision of what to invest in. Studies suggest that up to 90% of investment returns are attributable to location. Regional equity indices represent different combinations of geographic and sector exposure. These differences can potentially improve the diversification benefits available when…