Tag Archives: ETFs

Nov 5, 2020

What’s Driving Insurance Investments?

Explore the headwinds and tailwinds facing insurers and how these factors are impacting general accounts portfolios. Learn more: https://www.spglobal.com/spdji/en/research/article/etf-transactions-by-us-insurers-in-q2-2020/

READ

Oct 15, 2020

How Target Outcome Indices Work

Indexing is democratizing access to defined outcomes, providing a simple, transparent, index-based blueprint for target outcome strategies that can be applied to both active and passive vehicles. Take a closer look at what makes these indices tick and the range of potential applications for these innovative tools.

READ

Sep 2, 2020

Exploring New Tools for ESG Implementation in Australia

As modern ESG strategies built on core indices like the S&P/ASX 200 ESG Index arrive, advisors and asset managers are increasingly asking – How does ESG work in purpose-built portfolios? S&P DJI’s Stuart Magrath joins SSGA’s Meaghan Victor to discuss what ESG implementation looks like in practice. Learn more: www.spglobal.com/spdji/since-2000  

READ

Aug 27, 2020

Bringing ESG to Australia’s Core

The launch of the S&P/ASX 200 ESG Index provides a transparent, rules-based foundation for market participants looking to reinforce their core while aligning investment objectives with their ESG values. S&P DJI’s Stuart Magrath joins SSGA’s Meaghan Victor to explore the data powering this innovative index and how its ESG framework influences risk/return. Learn More: www.spglobal.com/spdji/since-2000

READ

Aug 7, 2020

How Does Passive Investing Work in Uncertain Times?

Many advisors feel that their favorite active manager will guide them through market volatility and limit drawdowns during times of market stress. But is that how things played out at the beginning of 2020? S&P DJI’s Brent Kopp and Berlinda Liu take a closer look at COVID-19’s impact on active vs. passive performance.

READ

Jul 31, 2020

A Dynamic, Diverse, Multi-Asset Approach to ESG

The S&P ESG Global Macro Index is designed to capture potential opportunities across market conditions through a rules-based, geographically diverse, dynamic mix of ESG equities and fixed income.

READ

Jul 20, 2020

How Are Insurance Companies Using ETFs Today?

Insurance companies continue to increase their ETF usage to serve a broad range of functions within their general account portfolios. Explore some of the most recent holding and transaction trends with S&P DJI’s Raghu Ramachandran and Kelsey Stokes.   Read the full reports to learn more about how insurance companies are using ETFs in their…

READ

Jul 7, 2020

Viewing 20 Years of Indexed Core Assets Growth through a SPIVA® Lens

In 1973, Princeton professor Burton Malkiel wrote the book, A Random Walk Down Wall Street, laying out a case against the mutual funds of the time as persistently underperforming market indices. Malkiel recommended[i] that the New York Stock Exchange create a fund that simply bought and held stock in the companies comprising the indices. Somewhat…

READ

Jun 18, 2020

2020 – The Dawn of the Passive Investing Era in India: Part Two

The previous blog highlighted the significant shifts to passive investing in India. However, Indian passive trends have continued to favor plain vanilla indices due to their ease of understanding, rather than exploring alternative thematic indices, such as the S&P Kensho New Economies Indices or factor Indices. However, once the acceptability and acceptance of passive investment…

READ

Jun 11, 2020

2020 – The Dawn of the Passive Investing Era in India: Part One

The year 2020 has brought about many unexpected turns of events. The COVID-19 pandemic, which will be marked in history as one of the most-acute pandemics that the world has had to experience, is one. Another area that has seen a transformation in the financial investing space is the realization and acceptance of passive investing….

READ


Sign up to receive Indexology® Blog email updates