Tag Archives: international equities

Apr 6, 2021

Study the Performance of Global Size Benchmarks

The S&P Global BMI serves as a benchmark that measures global stock market performance. The index consists of three mutually exclusive and exhaustive size benchmarks: The S&P Global LargeCap, the S&P Global MidCap, and the S&P Global SmallCap. These indices are float market capitalization weighted and reconstituted annually in September, following the same weighting scheme…

READ

Nov 5, 2020

Is Canada Inadvertently Excluded from Your International Equity Allocation?

For a U.S. investor, developed market exposure outside of the U.S. is a core building block in forming a comprehensive global portfolio. In part because of its status as the world’s first international equity index, MSCI EAFE enjoys a commanding market presence for international equity benchmarks. It also serves as the underlying index for many…

READ

Oct 21, 2020

The S&P Global BMI’s Comprehensive Small-Cap Segment

The S&P Global BMI’s small-cap segment provides the most comprehensive measure of global small-cap securities in the market. Introduced in 1989, the S&P Developed SmallCap was the first global index covering the small-cap size range.1 At the time, international equity investing almost exclusively focused on large- and mid-cap companies, as defined by MSCI’s “Standard” index…

READ

Oct 1, 2020

The Unmatched Value of a Consistent Approach to Global Benchmarking

Before making its permanent home at S&P DJI in 2004, the S&P Global BMI Series was introduced 15 years prior by Salomon Brothers in 1989. Although MSCI EAFE has the honor of being the first international equity index, the S&P Global BMI lays claim to a number of important firsts in the global indexing industry—the…

READ

Aug 11, 2020

Why the S&P 500 Reduces Portfolio Volatility for Indian Investors

Home bias has been a prominent theme in India since the beginning of the mutual fund industry. Investors historically questioned why they should diversify their high GDP growth portfolio (India) with lower growth economies such as the US. This hypothesis has been tested over the last decade. India has delivered a high GDP growth but…

READ

Jul 17, 2020

Why Should You Diversify?

When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention toward the role that global diversification plays in their portfolios. In the five-year period…

READ

Aug 6, 2019

The Case for Positive Earnings Criteria in International Small-Cap Benchmarks

We recently published a research paper, “Building Better International Small-Cap Benchmarks,” offering a comprehensive look at the recently launched S&P Global SmallCap Select Index Series. These indices are designed to measure the performance of small-cap companies with positive earnings. Why incorporate positive earnings criteria into small-cap benchmarks? The initial foundation stems from two prior studies[1],[2];…

READ


Get Indexology® Blog updates via email.