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Tag Archives: institutional investor

Nov 10, 2022

Tip of the Iceberg: Fixed Income ETFs in Times of Crisis

20 and 15 years after the launches of the first ETFs based on the iBoxx USD Liquid Investment Grade (IG) Index and iBoxx USD Liquid High Yield (HY) Index, respectively, ETFs are increasingly used to trade fixed income without the necessity of transacting individual bonds. The tradability of bond ETFs has been leveraged by a…

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Oct 18, 2022

The Importance of Being Indexed

One of the benefits of indexing is its low cost relative to active management. As indexing has grown, investors have benefited substantially by saving on fees and avoiding active underperformance. We can estimate the fee savings each year by multiplying the difference between the average expense ratios of active and index equity mutual funds by…

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Oct 14, 2022

Taking Higher Interest Rates in STRIDE

When it rains, it pours, and there’s no lack of bad news in 2022. The equity market is in solid bear territory, with the S&P 500® down 22% YTD. Inflation is high, and the Federal Reserve has aggressively hiked interest rates in recent months. The latest cycle of rate increases has happened faster than at…

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May 24, 2022

Bringing Transparency to Green Bonds

As the global green bond market continues to grow, how are indices helping investors assess greenium and the potential opportunity set? S&P DJI’s Brian Luke joins VanEck’s Bill Sokol and Phil Kirouac for a closer look at how indexing works for green bonds.  

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May 16, 2022

A Practical Look at Index Liquidity in Asia

What role does index liquidity play in helping market-participants in Asia participate in the U.S. equity ecosystem during Asia’s trading hours? Join S&P DJI and State Street Global Advisors for a practical look at using indices to assess the potential opportunity set. Learn more: Regional Relevancy of S&P 500 and Dow Jones Industrial Average Futures…

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Jan 7, 2021

How and Why Are Market Participants Accessing REITs in the Current Climate?

Can REITs help unlock potential income opportunities in today’s markets? S&P DJI’s Priscilla Luk and Samsung Asset Management’s Alex Yang take a closer look at practical applications for REITs in the current environment.

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Dec 6, 2020

Where Are Yield Seekers Uncovering Potential Income Opportunities?

While ongoing market uncertainty has dampened property transactions in Asia and bond yields continue to lag, expanded access to REITs could provide a potential income source for yield seekers in Asia. Samsung Asset Management’s Alex Yang joins S&P DJI’s Priscilla Luk for a closer look at how indexing works for REITs in Asia.

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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.

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Sep 29, 2020

SPIVA® U.S. Mid-Year 2020 Scorecard: Convergence to Underperformance

According to the SPIVA U.S. Mid-Year 2020 Scorecard, most active fund managers in the U.S. underperformed the market over the past year. Among actively managed domestic equity funds, 67% lagged the S&P Composite 1500® during the 12 months ending June 30, 2020, and the majority of active managers underperformed their benchmarks in 11 out of…

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Sep 29, 2020

Introducing the S&P Risk-Managed Target Date Indices

S&P DJI recently launched the S&P Risk-Managed Target Date Indices. In this post, we will explore the characteristics of these indices in detail. Each index consists of two component indices: a baseline S&P Target Date Index based on an underlying glide path and an S&P 500® Managed Risk 2.0 Index. The S&P 500 Managed Risk…

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