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Tag Archives: Anu Ganti

Nov 29, 2023

What Do Insurance Companies Need to Know About SPIVA?

How and when are insurers implementing index-based strategies as they seek liquidity, diversification, and risk mitigation? S&P DJI’s Raghu Ramachandran and Anu Ganti join BlackRock’s Andrew Masalin to discuss what’s driving passive outperformance and the use of ETFs by insurers through the lens of SPIVA.

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Nov 28, 2023

Finding Fee Savings in Fixed Income

One of the benefits of indexing is its low cost relative to active management. As indexing has grown, investors have benefited substantially by saving on fees and avoiding active underperformance. These benefits are not limited just to equities but have also extended to other asset classes including the fixed income space, where fees can play…

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Nov 21, 2023

A Tactical Look at Sectors

How are advisors using sector data to understand market trends and inform investment decisions? S&P DJI’s Anu Ganti joins Fairlead Strategies’ Katie Stockton to discuss practical applications for sector indices.

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Nov 20, 2023

An Elevating Effect on Equal Weight?

The trouncing of smaller caps by mega-cap stocks has been one of the hallmark market themes of this year, with the S&P 500® Top 50 outpacing the S&P SmallCap 600® by 30% YTD.1 As a result of its inherent small-cap bias, the S&P 500 Equal Weight Index (EWI) has suffered accordingly, underperforming the S&P 500…

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Sep 17, 2023

Analyzing Active in Australia: Lessons from the SPIVA Australia Mid-Year 2023 Scorecard

Since 2013, our SPIVA® Australia Scorecards have shown that the majority of actively managed Australian equity funds have typically underperformed the S&P/ASX 200. According to the recently published SPIVA Australia Mid-Year 2023 Scorecard, 55% of Australian Equity General fund managers lagged the S&P/ASX 200 in the first half of 2023.  Results for some fund categories…

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Jul 12, 2023

Towering Tech

The performance of large-cap Technology stocks so far this year has been exceptional, with the S&P 500® Information Technology sector outperforming the S&P 500 by 26% over the six-month period ending June 30, 2023—the 97th percentile of all observations in our database. Tech’s outperformance, driven by mega-cap strength, has been especially notable because of its…

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May 19, 2023

Disentangling Diversification

We frequently hear that “it’s a stock picker’s market.” The recent market environment could equally well be characterized as a sector picker’s market. To measure the importance of sectors, we decompose total market dispersion into within-sector and cross-sector effects. Exhibit 1 shows that the contribution of cross-sector effects to total S&P 500® dispersion has trended…

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Apr 17, 2023

SPIVA Europe Scorecard 2022: A Challenging Year for Fixed Income, but Not Necessarily for All Fixed Income Managers

For the first time, our SPIVA® Europe Year-End 2022 Scorecard measures the performance of actively managed fixed income funds, covering 11 categories across currencies and credit quality. Fixed income funds had a better record than their equity brethren in 2022, with a majority of funds outperforming in five reported categories over a one-year horizon (compared…

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Mar 20, 2023

SPIVA Canada Scorecard 2022: Country, Currency and Concentration Contexts

Since 2004, our SPIVA® Canada Scorecards have shown that a majority of actively managed Canadian equity funds typically underperform the S&P/TSX Composite Index. However, according to the recently published SPIVA Canada Year-End 2022 Scorecard, the annual underperformance rate dropped to the best result we have seen since 2015: just 52% of Canadian Equity managers lagged…

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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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