Tag Archives: methodology

Getting Up to Speed with the Essentials of Index Construction

Why choose index investing? Yes, the merits of diversification and low cost are usually factored in, though one critical benefit that many do not realize is the transparency that is provided in the methodology of an independent index provider. To understand what goes into the design and methodology of an index, it’s important to note Read more […]

A New ESG Index for Mexico Sets the Stage for Investment

Where can environmental, social, and governance (ESG) benchmarks help investors and markets most? The answer may be in emerging markets, where it is crucially important to identify and navigate ESG concerns. The transparency that ESG benchmarks provide can help investors distinguish companies that prioritize the needs of not just their shareholders, but also their many Read more […]

Wirecard’s Chronically Low ESG Scores Reflected Governance Challenges

On June 25, 2020, the German digital payment company Wirecard AG filed for insolvency following reports that over USD 2 billion in cash assets went missing. Wirecard’s stock has gone down 90% since the initial announcement, and the company’s lenders now face deep losses. While the S&P ESG Index Series does not include Wirecard, the Read more […]

Commodity Indices in Unprecedented Times

This blog reflects on the actions taken by S&P Dow Jones Indices (S&P DJI) to ensure that our commodity indices remain replicable and investable in light of the recent extraordinary market conditions experienced in the oil market. Perhaps no other investable asset has been as severely affected by the COVID-19 pandemic as oil—not equities, not Read more […]

Higher Turnover Ahead For S&P 500? Not Necessarily!

The emergence of COVID-19 caused sizeable recalibrations in financial markets as investors grappled with the anticipated impacts on people’s lives and on economic activity.  Given many companies saw significant drops in market capitalizations amid the recent market sell-off, and in light of expectations for companies’ earnings to suffer from reduced economic activity, some may be Read more […]