Tag Archives: indexing

A Dynamic, Diverse, Multi-Asset Approach to ESG

S&P Dow Jones Indices

July 31, 2020 - 11:57 am

Category: Equities, ESG, Fixed Income

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.

Also tagged:
diversification, ESG, ETFs, fixed income, global equities, institutional investors, risk management, S&P ESG Global Macro Index, sustainability

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Making Sense of the Active Manager’s Conundrum

S&P Dow Jones Indices

June 25, 2020 - 3:52 pm

Category: Equities, Strategy

Why are the market environments most conducive to generating positive absolute returns the least conducive to producing positive relative returns? Explore the active manager’s conundrum with S&P DJI’s Craig Lazzara and Anu Ganti. Read more here: https://spdji.com/research/article/the-active-manager-s-conundrum

Also tagged:
2020, active vs. passive, Anu Ganti, correlation, COVID 19, Craig Lazzara, dispersion, IIS video, index dynamics, Index Investment Strategy, Passive, risk, risk management, S&P Dow Jones Indices, SPIVA, video, volatility

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Looking Under the Hood of S&P 500 Information Technology Performance

S&P Dow Jones Indices

June 9, 2020 - 3:00 pm

Category: Factors

Has the IT sector done well because of the quality factor, or is it the other way round? S&P DJI’s Anu Ganti takes a closer look at the relationship between sectors and factors to explore what’s driving IT’s climb over the past 12 months. Read the blog: https://www.indexologyblog.com/2020/05/27/symbiotic-sentiments/

Also tagged:
2020, Anu Ganti, COVID 19, ETFs, factors, IIS video, Index Investment Strategy, Info Tech, IT, quality, S&P 500 Information Technology, S&P DJI, sectors, video

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Exploring SPIVA on a Risk-Adjusted Basis

S&P Dow Jones Indices

June 4, 2020 - 3:51 pm

Category: Equities

What happens to active manager performance when risk is factored in? S&P DJI’s Gaurav Sinha takes a closer look at SPIVA data from markets around the globe. Read the full report: https://spdji.com/indexology/core/spiva-through-a-risk-adjusted-lens

Also tagged:
active vs. passive, COVID 19, modern portfolio theory, Risk-Adjusted SPIVA, SPIVA

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Market Dynamics Amid CARES Act Influx

S&P Dow Jones Indices

May 21, 2020 - 10:59 am

Category: Equities

How is COVID-19 relief impacting U.S. market segments? S&P DJI’s Gaurav Sinha takes a closer look at fixed income spreads, small- and mid-cap equities, and a potential role for the quality factor moving forward.

Also tagged:
CARES Act, COVID 19, equities, quality, relief package, S&P DJI, S&P MidCap 400, S&P SmallCap 600, Treasuries

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How are India’s Capital Markets Changing?

S&P Dow Jones Indices

May 20, 2020 - 11:41 am

Category: India

COVID-19 has left its mark on India’s capital markets, as gains of the past five years were given back in Q1 2020. S&P DJI’s Ved Malla takes a closer look at how India’s sectors have held up amid uncertainty. Read more here: https://www.indexologyblog.com/2020/04/06/covid-19s-role-in-the-changing-landscape-of-indian-capital-markets/

Also tagged:
COVID 19, ETFs, India, passive investing, sectors, Sensex, Ved Malla

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Seeking Durability in Dividends

S&P Dow Jones Indices

May 19, 2020 - 3:42 pm

Category: Strategy

Do the S&P 500 High Yield Dividend Aristocrats provide durability during times of distress? S&P DJI’s Anu Ganti explains how dividend growers are positioned for the current climate. Learn more here https://www.indexologyblog.com/2020/04/30/durability-during-distress/

Also tagged:
2020, Anu Ganti, Dividend, Dividend Aristocrats, dividend growers, ETFs, Factor, IIS video, income strategies, Index Investment Strategy, S&P 500 dividends, S&P 500 High Yield Dividend Aristocrats, S&P Dividend Aristocrats, video

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Aligning Investment Objectives and ESG Values

S&P Dow Jones Indices

May 11, 2020 - 1:30 pm

Category: ESG

S&P DJI’s Mona Naqvi discusses how the S&P 500 ESG Index could help investors maintain their ESG values without sacrificing performance. Learn more here: https://www.indexologyblog.com/2020/05/06/whos-in-whos-out-walmart-twitter-dropped-from-the-sp-500-esg-index-and-other-major-changes/

Also tagged:
ESG, ESG investing, S&P 500, S&P 500 ESG, S&P DJI, sustainability

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How is the Current Environment Impacting Your Retirement?

S&P Dow Jones Indices

April 28, 2020 - 12:45 pm

Category: Equities, Strategy

Explore how our new quarterly dashboard on S&P STRIDE can help investors better understand and plan for retirement with S&P DJI’s Hamish Preston. Get the latest dashboard: https://spdji.com/documents/commentary/dashboard-stride-2020-03.pdf.

Also tagged:
COVID 19, Hamish Preston, income, inflation, LDI, Market Volatility, retirement, retirement income, S&P DJI, S&P Stride

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Is Mid-cap Outperformance an Illusion?

S&P Dow Jones Indices

April 27, 2020 - 12:58 pm

Category: Equities

S&P DJI’s Craig Lazzara explains how style drift could be responsible for inflating the perception of active manager skill. Read the Performance Trickery blogs at: www.indexologyblog.com

Also tagged:
2020, active managers, active vs. passive, COVID 19, Craig Lazzara, IIS video, Index Investment Strategy, Market Volatility, midcap, S&P DJI, S&P MidCap 400, SPIVA, style drift, video

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