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S&P Dow Jones Indices

May 18, 2023

Combining Sectors and Sustainability

What happens to index performance and diversification when sectors and sustainability are combined? S&P DJI’s Stephanie Rowton and Invesco’s Chris Mellor discuss how new index-based tools are helping market participants track a diverse mix of companies with strong sustainability credentials.

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May 1, 2023

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.

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Apr 19, 2023

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.

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Apr 12, 2023

SPIVA and the Challenges of Active Outperformance

What are the three main reasons it’s hard for most active managers to beat their benchmarks? Explore findings from the SPIVA and Persistence Scorecards with S&P DJI’s Craig Lazzara including an allegorical look at what might happen if Craig challenged Michael Jordan to a free-throw shooting contest.

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Apr 5, 2023

Examining Passive Performance at the Core

How does indexing work for large-cap equities? S&P DJI’s Hamish Preston and State Street Global Advisor’s Michael Arone take a closer look at lessons from 20 years of SPIVA, including fee savings, outperformance, and what the latest GICS® changes mean for sectors and industries moving forward.

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Mar 31, 2023

Exploring the Path to Net Zero in China’s Greater Bay Area

How can indices help inform investors charting a course for net zero? Priscilla Luk of S&P DJI joins Dr. Qu Kang of Bank of China Hong Kong to discuss the potential role of index-based innovations in regional carbon reduction initiatives and what these developments could mean for the potential opportunity set.

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Mar 30, 2023

Tracking Quality Dividend Growers in Pan Asia

What does it take to become an S&P Pan Asia Dividend Aristocrat? S&P DJI’s Rupert Watts and KraneShares’ Brendan Ahern explore how the index tracks quality dividend growers in Pan Asia and a range of potential applications for these defensive yield generators.

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Mar 15, 2023

A Dynamic Approach to Volatility Management

How can indices seek to maintain a pre-defined level of implied volatility? Look inside the S&P 500 Futures Defined Volatility Indices, a dynamic, rules-based approach to volatility management helping market participants align investments with risk appetites systematically.

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Feb 15, 2023

Active Performance Shortfalls and the Rise of Passive

Why did indexing take root and how has it grown so far so fast? S&P DJI’s Craig Lazzara and Anu Ganti take a closer look at why indexing works, the size of the passive market today, and the historical savings linked to indexing.

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Feb 13, 2023

Digging Into Digital Assets

How does indexing work for cryptocurrency and digital assets? S&P DJI’s Sharon Liebowitz discusses how indices are bringing transparency to digital assets, key components of index design, and potential use cases for index-based crypto strategies.

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