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Tag Archives: institutional investor

Aug 19, 2021

Digital Asset Infrastructure – Custody

Have your clients asked you about Bitcoin? Perhaps they’ve asked how to buy Bitcoin or another cryptocurrency. Maybe they’ve asked about signing up for a MetaMask wallet. Perhaps they have been confronted with choosing a centralized exchange (e.g., Coinbase) or a DEX (decentralized exchange—e.g., UniSwap). Diving into cryptocurrencies requires learning a new language involving terms…

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Jul 13, 2021

Exploring a Higher Conviction Approach to ESG

With appetite for higher conviction ESG strategies on the rise, how could these darker green approaches help market participants align investments with ESG values? Jon Winslade and Jaspreet Duhra of S&P DJI join Andrew Walsh of UBS Asset Management for a closer look at the S&P 500 ESG Elite Index.  

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Jul 13, 2021

Digital Market Toolkit Expands with the Latest S&P Cryptocurrency Indices

We are proud to announce the launch of our latest cryptocurrency indices, featuring the new S&P Cryptocurrency Broad Digital Market (BDM) Index. As we have discussed before, cryptocurrencies come with a host of new opportunities and challenges. As an emerging space, one of the biggest issues is a lack of transparency. Our new S&P Cryptocurrency…

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Jul 6, 2021

S&P GSCI Enjoys Strong First Half Performance

The S&P GSCI rose 31.4% in the first half of 2021, outperforming the S&P 500®, which rose 15.2%. The S&P GSCI has more than doubled since hitting an all-time low during the initial stages of the COVID-19 pandemic in April 2020. Several commodities have reached new all-time highs this year, as the global economy has…

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Jun 30, 2021

Spotting Disruptive Technology in Sectors and Industries

John van Moyland, Global Head of S&P Kensho Indices at S&P DJI, joins Matthew Bartolini of State Street Global Advisors to examine how a new generation of indices, powered by AI and designed to track exponential innovation systematically, is helping advisors access the companies driving the Fourth Industrial Revolution.  

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Jun 24, 2021

Navigating Climate Risk with Indices

How can indices bring greater transparency to climate risk? Designed to go beyond the requirements of EU Low Carbon Benchmark minimum standards, the S&P Paris-Aligned & Climate Transition Indices were created to help market participants looking to chart a path to net zero by 2050.  

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Jun 16, 2021

Sizing Up Style Returns

After more than a decade of underperformance, and in stark contrast to Growth’s dominance for much of 2020, Value has made an impressive comeback so far in 2021, outperforming Growth around the world, including across the size spectrum in the U.S. In fact, Value’s YTD outperformance against Growth in mid and small caps is the…

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Jun 15, 2021

Valuing Equal Weight

We have previously discussed the impact of Equal Weight’s rebound on its exposure to the momentum factor. We now turn our attention to its exposure to the value factor, as the recovery in smaller caps and value stocks has been an important tailwind for the strategy. The S&P 500® Equal Weight is typically biased toward…

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Jun 15, 2021

Will Inflation Actually Be Transitory?

“Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.” – Milton Friedman  “If we do see what we believe is likely a transitory increase in inflation … I expect that we will…

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Jun 10, 2021

Getting Dynamic with Commodities – Part 2

In part 1 of this two-part blog series, we discussed the characteristics of the S&P GSCI Dynamic Roll and the two main concerns this index attempts to alleviate, which are negative roll yield and volatility in commodities futures. Diving a bit deeper, we explore the recent performance of a diversified hypothetical portfolio when the S&P…

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