Results from the SPIVA India Year-End 2021 Scorecard
The S&P Indices Versus Active (SPIVA®) Scorecard,1 published semiannually, measures the performance of actively managed funds against their corresponding benchmarks. The latest SPIVA India report provides a number of interesting insights about the performance of active versus passive across active fund categories. 1. Long-Term Outperformance of Active Funds Was Difficult Indian bond funds had a…
India’s ETF Market: Sustainability and Innovation
The pandemic, along with its disruption, also opened windows to many opportunities. Innovation and new ideas are the key words. Sustainability is not a new idea; however, its focus has accelerated with the pandemic and incidents triggered by climate change. Nations and organizations are adopting ESG measures and bringing its importance to the forefront. Its…
- Categories ESG, India
- Tags Active vs. Passive, ESG, ETFs, India, Indian ETFs, sustainability
India’s ETF Market: The Changing Face of Passive
Though passive investing is galloping its way into some allocations, it’s still not a significant percentage. Passive assets are concentrated in the developed markets, with the U.S. claiming a majority share, followed by Europe and Japan. The use of core and satellite strategies based on passive vehicles can be a further catalyst to the growth…
India’s ETF Market: Examining Passive Investing’s Continued Growth
Market Resilience The financial markets have been witness to numerous market cycles, trends, and crises, from the technology bubble in 2000 to the subprime housing crisis around 2007-08 and the collapse of Wall Street in 2009. 2020 brought the unexpected disruptor, coronavirus, and the ongoing pandemic changed the way markets and economies reacted. As with…
- Categories India
- Tags Active vs. Passive, India, Indian bond, Indian equities, SPIVA, spiva india
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- India
A Stellar 2021 for Indian Equities
Indian equities had a stellar 2021—the S&P BSE SENSEX rose over 23%, outpacing most major emerging markets, though slightly lagging the S&P 500®, which gained 29%. Information Technology and Financials were the top contributors, adding 9% and 6%, respectively, to the performance of the Indian bellwether. Smaller Indian companies did even better than blue chips;…
Global Diversification Trending in India – Time to Notice?
The merit of international diversification seems to have proven itself lately in the context of the Indian market. Over the past year, interest has increased in adding global exposures to local investment portfolios. Global markets offer the potential opportunity to diversify beyond a traditional concentrated focus on local markets. The latest August Global Equity Dashboard…
A Diverse Approach to Sectors: Examining the S&P BSE SENSEX 50
How does index design influence sector diversification? Look under the hood of the S&P BSE SENSEX 50 Index with S&P DJI’s Ved Malla.
What’s Driving Passive’s Continued Climb in India?
While India has taken to passive investing in a big way, there are still a few hurdles preventing serious growth. S&P DJI’s Tyler Carter & Ved Malla explore how passive’s rise in other markets could help inform a path forward in India. Learn more about passive investing in India: Charting a Course for the Continued…
- Categories Equities, India
- Tags Active vs. Passive, indexing, India, Indian ETFs, passive investing
Understanding the Basics of Sustainability Part 2: Focusing on Net Zero
The increasing focus on sustainability inclusion is being reflected through the markets’ growing recognition of the financial materiality and impact of ESG issues on corporate balance sheets. Therefore, the range of ESG offerings has expanded to include indices that focus on climate change, carbon efficiency, fossil fuel free, and thematics, which include clean energy and…
- Categories ESG, India, Thematics
- Tags Carbon Emissions, ESG, India, Net Zero, S&P BSE 100 ESG Index, sustainability
Understanding the Basics of Sustainability Part 1: Time for a New Strategy?
The growing importance and inclusion of sustainability values among global investment themes has redefined investors’ views of sustainability factors in portfolio strategies. The idea that sustainability concepts are futuristic is dated—the future has definitely arrived. The world is changing, and the percentage of retail and institutional investors applying environmental, social, and governance (ESG) principles is…
- Categories ESG, India, Thematics
- Tags ESG, India, S&P BSE 100 ESG Index, sustainability
