Tag Archives: small-cap equities

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

Dec 10, 2019

Raising the Bar in Canadian Small Caps

Prior research has demonstrated that profitability matters for small-cap companies in the U.S. and in global equity markets. For example, the S&P SmallCap 600®—which includes an earnings eligibility criteria—has outperformed the broader Russell 2000 Index (with lower volatility) over its 25-year track record. Our new S&P/TSX SmallCap Select Index extends this phenomenon to Canadian equities,…

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


Sign up to receive Indexology® Blog email updates