Tag Archives: benchmarking
Capturing Future Tech with Index-Based Tools
Discover how index-based strategies are expanding access to technology and innovation factors with S&P DJI’s Anu Ganti, Direxion’s Dave Mazza, and ProShares’ Simeon Hyman.
- Categories Equities, Strategy
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disruptive technology, Dividend Aristocrats, dividend growers, dividend growth strategies, ETFs, Financial Advisors, global equities, harnessing innovation, indexing, information technology, risk management, S&P Dow Jones Indices, S&P Kensho Moonshots, S&P Technology Dividend Aristocrats, sector strategies, transformative technology
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- disruptive technology, Dividend Aristocrats, dividend growers, dividend growth strategies, ETFs, Financial Advisors, global equities, harnessing innovation, indexing, information technology, risk management, S&P Dow Jones Indices, S&P Kensho Moonshots, S&P Technology Dividend Aristocrats, sector strategies, transformative technology
Making Innovation Accessible
Explore strategies and practices for identifying, selecting, and delivering innovation and disruptive technologies with Main Management’s Kim D. Arthur, IDX’s Ben McMillan, Kensington Asset Management’s Bruce P. DeLaurentis, and 3D/L Capital Management’s Benjamin M. Lavine. Watch the full event https://on.spdji.com/harnessing-disruptive-innovation-with-indices-event-2021
- Categories Equities
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Artificial Intelligence, Cryptocurrency, disruptive technology, ETFs, Financial Advisors, GICS sectors, global equities, harnessing innovation, indexing, risk management, S&P Dow Jones Indices, S&P Kensho Moonshots, S&P Kensho New Economies, S&P Kensho New Economy Indices, sector strategies, sectors and industries, transformative technology
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- Equities
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- Artificial Intelligence, Cryptocurrency, disruptive technology, ETFs, Financial Advisors, GICS sectors, global equities, harnessing innovation, indexing, risk management, S&P Dow Jones Indices, S&P Kensho Moonshots, S&P Kensho New Economies, S&P Kensho New Economy Indices, sector strategies, sectors and industries, transformative technology
SPIVA® U.S. Mid-Year 2019 Highlights
The SPIVA U.S. Mid-Year 2019 Scorecard was published recently. The report shows that the strong rally in the domestic equities market in the first half of 2019 did not necessarily translate into success for active managers. Active managers’ performance relative to the benchmark indices showed significant discrepancies in different market segments. For the one-year period…
- Categories Equities, Fixed Income
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- Equities, Fixed Income
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The S&P 600 Escapes Suffocation From Q4 Benchmark Hugging
Small caps are outperforming large caps significantly in 2018, mainly from the tax cuts, growth, strong dollar and concern about international trade. This has driven the S&P 600 (TR) 8.4% higher than the S&P 500 (TR) (year-to-date through Aug.31, 2018,) measuring the 5th biggest small cap premium in history since 1995, and is the biggest…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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The Importance of Understanding your Benchmark
Recent SEBI guidelines have highlighted the issue of flawed benchmark usage in the Indian mutual fund industry. Globally funds are required to be transparent and provide complete information around their investment philosophy and within that requirement of transparency. The fund manager is given the leeway to choose their own appropriate benchmark. First, in this context,…
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Understanding Your Benchmark
The ability to measure, and to quantify what has been measured, is important for advancement. It gives us a sense of the current state of things and helps us to gauge the amount of improvement that can be attained. For example, it does not help if a runner only knows that she runs fast, but…
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Even Worse Than You Think
It’s commonly recognized that the average active manager underperforms the market. There are good theoretical reasons why this should be true, and ample empirical evidence that it is true. On average during the last ten years, e.g., 59% of large-cap U.S. equity managers lagged the S&P 500, with comparably poor results for mid- and small-cap…
- Categories Equities, S&P 500 & DJIA, Strategy
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