Tag Archives: dividends
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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Can Active Managers Outsmart the S&P 500 Dividend Aristocrats?
Underperformance of many active managers against their broad market benchmarks has been well documented.1 However, we thought it would be interesting to apply this comparison specifically to the dividend market. In this blog, we will examine how the S&P 500® Dividend Aristocrats® stacks up against actively managed U.S. equity income funds. Recognized as one of…
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Why Do Dividends Matter?
Income generation may be sought out by a variety of market participants, including those nearing retirement and those seeking a source of passive income. S&P DJI’s Jason Ye takes us inside the Dow Jones U.S. Dividend 100 Index for a look at yield beyond fixed income.
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Exploring Dividends Down Under
What’s driving demand for index-based access to dividends in Australia? S&P DJI’s Jason Ye surveys the dividend landscape in the Australian market and examines how market participants are using indices in the search for yield.
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Ausbiz, Australia, Australia FA, buy-write, covered call, Dividend, dividend income, dividend opportunities, factors, factors and dividends, high dividend, income strategies, Jason Ye, options, S&P/ASX 200, S&P/ASX 200 High Dividend Index, S&P/ASX 300, S&P/ASX Sustainability Screened Dividend Opportunities Index, yield
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- Ausbiz, Australia, Australia FA, buy-write, covered call, Dividend, dividend income, dividend opportunities, factors, factors and dividends, high dividend, income strategies, Jason Ye, options, S&P/ASX 200, S&P/ASX 200 High Dividend Index, S&P/ASX 300, S&P/ASX Sustainability Screened Dividend Opportunities Index, yield
Balancing High Yield and Growing Dividends in a Sector-Neutral Framework with the S&P Sector-Neutral High Yield Dividend Aristocrats
In September 2022, S&P DJI was pleased to add the S&P Sector-Neutral High Yield Dividend Aristocrats® to the S&P Dividend Aristocrats Index Series. While most dividend indices have notable sector under- and overweights versus their underlying benchmark, this index is the first in the series to be sector neutral. As such, this index emphasizes dividend…
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4 Ways to Compare Asian and U.S. Dividend Markets
Dividends are becoming increasingly important as investors grapple with higher U.S. Treasury yields that do not appear to be going down anytime soon. However, not all dividend markets are created equal. Below are four charts that compare dividend index performance in Asia to the U.S. The S&P Pan Asia Dividend Aristocrats Index brings S&P Dow…
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Dividends and Option Premiums: A Dual Income Story
Income generation may be sought out by a variety of market participants, including those nearing retirement and those seeking a source of passive income. An income-focused strategy requires a different approach to those focused on generating growth. Traditional sources of income include dividend-paying stocks and coupon-paying bonds. The economic landscape of the past 18 months…
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2023, call options, covered call, diversification, dividend coverage ratio, dividend yield, Dow Jones U.S. Dividend 100 3% Premium Covered Call Index, Dow Jones U.S. Dividend 100 7% Premium Covered Call Index, Dow Jones U.S. Dividend 100 Index, institutional investor, multi-asset, S&P 500 Dividend Aristocrats, volatility
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- 2023, call options, covered call, diversification, dividend coverage ratio, dividend yield, Dow Jones U.S. Dividend 100 3% Premium Covered Call Index, Dow Jones U.S. Dividend 100 7% Premium Covered Call Index, Dow Jones U.S. Dividend 100 Index, institutional investor, multi-asset, S&P 500 Dividend Aristocrats, volatility
Expanding the Dividend Aristocrats Ecosystem with ESG Screening and FMC Weighting
Amid rising interest rates and the uncertain macroeconomic environment last year, dividend-focused strategies received substantial inflows throughout 2022. On top of these recent macroeconomic trends is also the longer-term, structural development of increasing investor demand for investments that align with their personal and societal values. Against this backdrop, S&P Dow Jones Indices (S&P DJI) recently…
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The S&P Technology Dividend Aristocrats Index: A Legacy of Dividend Increases in Technology
As high inflation, rising interest rates and geopolitical risks dominated the headlines in 2022, technology stocks had a particularly difficult year. Given the many headwinds facing the sector, the S&P Total Market Index (TMI) Information Technology returned -30.20% in 2022. In spite of the challenging market environment, the S&P Technology Dividend Aristocrats® Index fared relatively…
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The Dow Jones Dividend 100 Indices Part 2: Strong Fundamentals and the Benefits of Diversification
In part one of this series, we highlighted how the stringent dividend sustainability and quality screens of the Dow Jones U.S. Dividend 100 Index and Dow Jones International Dividend 100 Index may have led to their outperformance in 2022 and other inflationary periods. In this installment, we will analyze the positive effects that these screens…
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