Louis Bellucci

Associate Director, U.S. Equity Indices
S&P Dow Jones Indices

Louis Bellucci is Associate Director of Product Management, U.S. Equity Indices at S&P Dow Jones Indices (S&P DJI). He performs research analytics, client servicing, operational support, and business strategy to position S&P DJI’s U.S. Equity Indices, including the S&P 500® and The Dow®, the most followed equity indices in the world. In order to provide insights and thought leadership, Louis calculates performance statistics and analyzes index data for research papers, client presentations, and marketing seminars. Additionally, he assists in the development of new benchmarks for market participants and promotes their use.

Prior to his role in Product Management, Louis was Associate Director of U.S. Equity Index Operations at S&P DJI, where he led a team of index managers responsible for the rebalancing, daily production, and ongoing maintenance of S&P DJI’s U.S. and Canadian equity indices. In this role, he oversaw daily index management operations including but not limited to review and creation of processes and procedures to improve operational performance, project delegation and prioritization, incident review and remediation, disaster recovery planning and testing, and subject matter expertise.

Louis was a member of the Index Committee from 2012 until his move to the product management team in 2018. He was responsible for managing a number of U.S. and strategy indices as well as reviewing index methodologies to ensure that indices remain current, adhere to the specified index objectives, and are practical for investors.

Louis holds a bachelor of science degree in Finance from The College of New Jersey.

Author Archives: Louis Bellucci

Get to Know Mid-Cap U.S. Equities

S&P Dow Jones Indices’ recent paper “The S&P MidCap 400®: Outperformance and Potential Applications” shows that mid-cap stocks have often been overlooked in favor of other size ranges in investment practice and in academic literature. This is despite the fact that the S&P MidCap 400 has outperformed the S&P 500® and the S&P SmallCap 600® Read more […]

Large-Cap Real Estate Was the Top U.S. Segment in May

After four consecutive months of gains by the S&P 500®, the U.S. equity market broadly declined in May. The S&P 500, S&P MidCap 400®, and S&P SmallCap 600® declined 6.6%, 8.1%, and 8.9%, respectively. The primary catalyst was the renewed trade tension between the U.S. and China, which reversed course from the optimism coming out Read more […]

Historic Start for U.S. Equities Continues into the Start of May

The S&P 500® was up 3.93% in April, marking the fourth consecutive month of gains. The YTD gain of 17.51% was the best since 1987 and the fifth-best in the entire history of the index. The index set a new all-time high in April, surpassing the previous high close from Sept. 20, 2018. This completed Read more […]

S&P 500® Closes at New Record High

The S&P 500 closed April 23, 2019, at a new record high. The index’s closing value of 2,933.68 is the highest since the 2,930.75 posted on Sept. 20, 2018. From that previous high, the benchmark declined 19.86% to 2,351.10 by Dec. 24, 2018, narrowly avoiding bear market territory. December 2018 was the second-worst December in Read more […]

S&P 500® Has Best First Quarter in over 20 Years – But Upward Momentum Slows

The S&P 500 finished Q1 2019 up 13.07%. This was the best first quarter return since the 13.53% posted in Q1 1998. January’s 7.87% return was the best start to the year since 1987 (13.18%). The hot start cooled some with the 10th-best February since 1987, at 2.97%. In March, the upward momentum slowed further, Read more […]