Tag Archives: indexing
Transparency, Independence and Integrity as the Bedrocks of Indexing
I am deeply honored to assume the chairmanship of the Index Industry Association (IIA) this year. Since 2012, the IIA has been a tireless advocate for independent index providers globally. As the IIA celebrates its 10th anniversary this year, now more than ever, our role in educating people about how indexing has transformed and democratized…
- Categories S&P 500 & DJIA
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- Categories
- S&P 500 & DJIA
- Other Tags
An Efficient, Rules-Based Approach to Factor Rotation
Explore how the design of the S&P 500 Factor Rotator Daily RC2 7% Index is helping democratize access to factor investing, providing a simple, rules-based blueprint for building dynamic factor strategies.
- Categories Factors, Strategy
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Other Tags
dynamic rebalancing, factor investing, Factor Rotation, Indexing insurance, low volatility, multi-asset, Multi-Factor, risk control 2.0, S&P 500 Enhanced Value, S&P 500 Factor Rotator Daily RC2 7% Index, S&P 500 Factors, S&P 500 High Dividend, S&P 500 Low Volatility, S&P 500 Momentum, S&P 500 Quality, S&P Dow Jones Indices, U.S. Treasuries
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- dynamic rebalancing, factor investing, Factor Rotation, Indexing insurance, low volatility, multi-asset, Multi-Factor, risk control 2.0, S&P 500 Enhanced Value, S&P 500 Factor Rotator Daily RC2 7% Index, S&P 500 Factors, S&P 500 High Dividend, S&P 500 Low Volatility, S&P 500 Momentum, S&P 500 Quality, S&P Dow Jones Indices, U.S. Treasuries
Closing the Retirement Gap with Indices
How can indices help retirees achieve retirement income goals? Nobel Laureate and Resident Scientist at Dimensional Fund Advisors, Dr. Robert Merton joins S&P DJI’s Dan Draper and Aye Soe for a deep dive into the U.S. retirement ecosystem.
- Categories Equities, Fixed Income
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Other Tags
401k, Aye M. Soe, Dan Draper, DB plans, DC Plans, defined benefit plans, defined contribution plans, Dr. Robert Merton, ESG indices, FIAs, Financial Advisors, fixed index annuities, insurers, LDI, Liability driven investing, multi-asset indices, multi-factor indices, passive investing, pension funds, retirement annuities, retirement planning, S&P 500, S&P Dow Jones Indices, S&P Stride, SECURE Act, Target Date, target date indices
- Categories
- Equities, Fixed Income
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- 401k, Aye M. Soe, Dan Draper, DB plans, DC Plans, defined benefit plans, defined contribution plans, Dr. Robert Merton, ESG indices, FIAs, Financial Advisors, fixed index annuities, insurers, LDI, Liability driven investing, multi-asset indices, multi-factor indices, passive investing, pension funds, retirement annuities, retirement planning, S&P 500, S&P Dow Jones Indices, S&P Stride, SECURE Act, Target Date, target date indices
Measuring the Impact of Generosity
How do the philanthropic efforts of public companies impact returns? S&P DJI’s Michael Mell explores a custom index designed to track the 50 most generous companies with Earl Bridges, CEO of Uncommon Giving and Claire Gaudiani, Board Member at Uncommon Investment Funds Trust and author of The Greater Good: How Philanthropy Drives the American Economy…
- Categories Equities
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What’s the Role of the S&P 500 in the Global Opportunity Set?
As Asian investors consider potential shifts in inflation and macro trends, could a closer look at U.S. markets through the lens of the S&P 500 help them identify potential opportunities abroad? Hamish Preston and Jason Ye of S&P DJI join Erik Norland of CME Group to explore the potential risk/return and diversification benefits of U.S….
- Categories Equities, S&P 500 & DJIA
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Using Index Icons to Track Potential Equity Opportunities
How are investors using the S&P 500 and DJIA to measure and assess potential opportunities in U.S. equities? Garrett Glawe and Jason Ye of S&P DJI join Michele Barlow of State Street Global Advisors to explore how investors are putting these index icons to work in Asia. Learn more: https://www.spglobal.com/spdji/en/education/article/comparing-iconic-indices-the-sp-500-and-djia/
- Categories S&P 500 & DJIA
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- Categories
- S&P 500 & DJIA
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Indexing to Stay in Front of the Futures Curve
How could a dynamic approach to index design help market participants address negative roll yields and volatility concerns? S&P DJI’s Jim Wiederhold and Kelsey Stokes join BlackRock’s Chris Milliken for a closer look at the S&P GSCI Dynamic Roll.
- Categories Commodities
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S&P MAESTRO 5 Index: A Sophisticated Composition Designed to Simplify Risk Management
Get to know the S&P MAESTRO 5 Index, a diversified, multi-asset, multi-factor risk parity strategy designed to help investors hit the right notes across a range of market conditions.
- Categories Commodities, Equities, Factors, Fixed Income, Strategy
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Other Tags
commodities, diversification, dividends, Downside Protection, ETFs, gold, inflation protection, insurance, low volatility, momentum factor, multi-asset, Multi-Factor, quality factor, rising rate protection, risk management, risk parity, S&P 500 Factors, S&P MAESTRO 5 Index, U.S. Treasuries, VIX Futures
- Categories
- Commodities, Equities, Factors, Fixed Income, Strategy
- Other Tags
- commodities, diversification, dividends, Downside Protection, ETFs, gold, inflation protection, insurance, low volatility, momentum factor, multi-asset, Multi-Factor, quality factor, rising rate protection, risk management, risk parity, S&P 500 Factors, S&P MAESTRO 5 Index, U.S. Treasuries, VIX Futures
Demystifying Digital Assets: Getting to Know the S&P Cryptocurrency Indices
How are indices helping bring greater transparency to this emerging asset class? S&P DJI’s Tyler Carter and Ved Malla explore the design and objectives of new tools for tracking and evaluating digital currencies.
- Categories Strategy
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Exploring the Potential Implications of Market Reversals
How has the market’s response to the pandemic impacted the potential opportunity set? S&P DJI’s Anu Ganti and Hamish Preston examine where market reversals took place and what they could mean for active management and asset allocation strategies moving forward. Read on: Style Bias and Active Performance