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Tag Archives: insurance

Sep 20, 2021

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.

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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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May 26, 2021

The Dow and the World Around It

Only one index has endured through half of American history. Explore the historic path of the original index icon.   To learn more about the history of the DJIA and to celebrate its 125th anniversary, please visit: https://www.spglobal.com/spdji/en/landing/topic/djia-125/

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May 25, 2021

Update: Tesla’s Standing in the S&P 500 ESG Index

As discussed in my previous blog, Tesla would not be an immediate addition to the S&P 500® ESG Index following its addition to the S&P 500 on Dec. 21, 2020. Instead, the ever-popular automaker would have to wait until the next annual rebalance of the index. This rebalance finally took place, and as of May…

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May 25, 2021

Something New with Something Old: DIY DJIA®

The growth of index funds has, in the main, helped to lower the costs and improve the performance of the average investor’s portfolio. Now, some are seeking to improve upon even the relatively low costs of conventional index funds via so-called “direct indexing”, by which investors purchase securities to match an index themselves, disintermediating the…

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May 24, 2021

How Now The Dow?

The Dow Jones Industrial Average® (DJIA) will celebrate its quasquicentennial on Wednesday, which marks exactly 125 years since the index’s first publication. Before one of the world’s most watched and widely cited benchmarks hits this milestone, here is an overview of “The Dow®,” including its origins, what has stayed the same over the years, and…

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May 19, 2021

Credit Risk Premium in the Equity Market

Firms with low credit risk generally have higher stock market returns than firms with high credit risk.1 The S&P 500® Higher Credit-Rating Ex Insurance Equity (HCREIE) Index is designed to capture the credit risk premium in the equity market. In this blog, we will introduce the index design, performance, and factor exposure. Index Design The…

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May 6, 2021

How Are Insurers Staying Ahead of the Curve?

Environmental, social, and governance (ESG) has been a nearly ubiquitous topic of conversation among investors in recent years, bringing to light important questions: How do you measure it? How do you report it? Why should you use it? However, to date, few U.S. insurance companies have incorporated ESG into their policy guidelines, and the practicalities…

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May 6, 2021

The Rebalance of Power: Tesla, Walmart, & Disney Join the S&P 500 ESG Index, Facebook, Wells Fargo, & Costco Dropped

ESG momentum shows no signs of stopping, with sustainable fund assets nearing USD 2 trillion, following record inflows in Q1.1 Pressure on firms to perform in sustainability rankings has never been higher, as Wall Street’s hottest topic gets hotter still. But what firms benefit from all this heat? From the assets flowing into S&P 500®…

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Apr 29, 2021

Woodstock for Capitalists

Berkshire Hathaway is scheduled to hold its annual shareholders’ meeting this Saturday, May 1. This is the second consecutive year in which the meeting will be virtual; in 2019, attendance was nearly 40,000, which makes social distancing somewhat difficult. We noted two years ago that Berkshire’s investment performance, though formidable over the long run, had…

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