Tag Archives: asset owners
A New Normal for Institutional ETF Usage
North American institutional asset owners have been using exchange-traded funds (ETFs) for more than a decade, but the way they use them has evolved. What began as a set of short-term tactical applications—manager transitions, portfolio completion and liquidity management—has expanded into long-term strategic uses. Sizable assets are now being deployed and held in ETFs for…
- Categories Equities, Fixed Income
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- Equities, Fixed Income
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Accessing the Expanding S&P 500 ESG Index Ecosystem
The S&P 500 ESG Index has redefined mainstream access to ESG, providing global investors with new tools designed to help them align objectives with their ESG values. Explore how this expanding ESG ecosystem is defining the sustainable core with S&P DJI’s Mona Naqvi, Horizon Investments’ Scott Ladner, Axio Financial’s Peter Horacek, and Sage Advisory’s Bob…
- Categories Sustainability
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Factoring Inflation Into Retirement Planning
How might inflation impact retirement income? S&P DJI’s Hamish Preston, DFA’s Grady Smith, and DCIIA Retirement Research Center’s Warren Cormier discuss. https://www.youtube.com/watch?v=xFf-YpmjWXI Learn More: https://www.spglobal.com/spdji/en/documents/performance-reports/dashboard-sp-stride.pdf
- Categories Equities, Fixed Income
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The Height of the Hurdle
Indexing provides many rewards, including a reduction in volatility. Asset owners should demand higher returns to justify the volatility that active management entails. For managers who put their stock selection skills to the test, it is worth understanding the height of the volatility hurdle in managing a portfolio’s risk/return profile. We can illustrate this by…