Tag Archives: institutional
Stalwarts Continue to Increase Presence in the S&P 500 Low Volatility Index
If the equity market’s report card so far in 2021 is any indication, it’s on track to be another stellar year. Through Aug. 19, 2021, the S&P 500® is up 17%. The gains were achieved steadily; apart from January, the benchmark has been up every month in 2021. Predictably, in such an environment the S&P…
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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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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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What Mega Insurers’ Turn to Passive Could Mean for Other Large Institutions
Of the more than USD 3.4 trillion invested in ETFs in the U.S.,[1] retail investors comprise the majority of the market. While pensions and endowments have been slow to use ETFs in their investment portfolios, one segment of the institutional market—insurance—has been steadily increasing their usage of ETFs. Earlier this year, S&P DJI analyzed the…
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