Tag Archives: S&P Dow Jones Indices
SPIVA and the Case for Indexing
What’s driving the rise of passive investing? Take a deep dive into the active vs. passive debate as S&P DJI’s Craig Lazzara explores what two decades of SPIVA has to say about why active has historically tended to underperform passive around the world.
- Categories Equities
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- Categories
- Equities
- Other Tags
How Indexing Works for Carbon Markets
How are innovative indices tracking compliance and voluntary carbon futures markets bringing greater transparency to the energy transition? S&P DJI’s Jim Wiederhold and KraneShares’ Luke Oliver discuss how first-to-market benchmarks are democratizing access to global carbon markets.
- Categories Commodities, ESG
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Other Tags
alternative investments, carbon futures markets, carbon markets, commodities, compliance carbon markets, energy transition, ESG, global voluntary carbon futures markets, indexing carbon markets, Jim Wiederhold, KraneShares, Luke Oliver, S&P GSCI Global Voluntary Carbon Liquidity Weighted, voluntary carbon markets
- Categories
- Commodities, ESG
- Other Tags
- alternative investments, carbon futures markets, carbon markets, commodities, compliance carbon markets, energy transition, ESG, global voluntary carbon futures markets, indexing carbon markets, Jim Wiederhold, KraneShares, Luke Oliver, S&P GSCI Global Voluntary Carbon Liquidity Weighted, voluntary carbon markets
Exploring Active vs. Passive in Latin America
How do active managers in Latin America stack up to their benchmarks? Discover the key takeaways from the latest SPIVA Latin America Scorecard with S&P DJI’s Tim Edwards and Ericka Alcántara.
- Categories Equities, Fixed Income
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Other Tags
active management, Active vs. Passive, Brazil, Chile, Ericka Alcántara, indexing, Latin America, Latin American equities, Latin American Fixed Income, Latin American Funds, Mexico, passive investing, passive management, S&P Brazil BMI, S&P Chile BMI, S&P Indices vs. Active, S&P/BMV IRT, SPIVA, SPIVA Latin America Scorecard, Tim Edwards
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- Equities, Fixed Income
- Other Tags
- active management, Active vs. Passive, Brazil, Chile, Ericka Alcántara, indexing, Latin America, Latin American equities, Latin American Fixed Income, Latin American Funds, Mexico, passive investing, passive management, S&P Brazil BMI, S&P Chile BMI, S&P Indices vs. Active, S&P/BMV IRT, SPIVA, SPIVA Latin America Scorecard, Tim Edwards
Measuring Megatrends with Indices
How do the S&P Kensho New Economies track long-term transformational trends? S&P DJI’s Anu Ganti and State Street Global Advisors’ Dan Braz take a closer look at how machine learning and a unique methodology may be construed as a fusion of active/passive in a rules-based framework.
- Categories Thematics
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What Is SPIVA? A Closer Look at 20 Years of the Active vs. Passive Debate
Explore key takeaways from two decades of the Active vs. Passive debate as S&P DJI’s Tim Edwards and Benedek Vörös pull back the curtain on the SPIVA Scorecard and examine how active managers stack up to their benchmarks.
- Categories Equities, Fixed Income
- Other Tags
- Categories
- Equities, Fixed Income
- Other Tags
How Low Volatility Works in Challenging Markets
When does low volatility tend to outperform and why? S&P DJI’s Craig Lazzara and Invesco’s Nick Kalivas take a closer look at low vol performance in periods of rising rates and inflation, and explore what happens to risk/return when low vol is combined with other factors.
- Categories Strategy
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Understanding the Low Volatility Anomaly
Take a deep dive into the low volatility anomaly as S&P DJI’s Craig Lazzara explains what the anomaly is, when and why it outperforms, and the role of dispersion in identifying potential opportunities.
Why Core Construction Matters
Look inside the S&P 1500 and its core components as S&P DJI’s Hamish Preston explores the performance of Equal Weight and sector indices, as well as highlighting how positive earnings can influence performance.
Examining Defensive Strategies Through an Index Lens
How are advisors using indices to evaluate defensive strategies as they look to protect client goals amid rising rates and inflation? Join TD Wealth’s Andrew Neatt and S&P DJI’s Julie Ballard for a closer look at the S&P 500 Dividend Aristocrats and S&P 500 Quality indices.
- Categories Factors
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Other Tags
Andrew Neatt, diversification, dividends, Downside Protection, ETFs, Financial Advisors, indexing, inflation protection, Julie Ballard, momentum factor, multi-asset, quality factor, real assets, rising rate protection, S&P 500 Dividend Aristocrats, S&P 500 Factors, S&P 500 Quality, TD Wealth Management, U.S. Treasuries, wealth management
- Categories
- Factors
- Other Tags
- Andrew Neatt, diversification, dividends, Downside Protection, ETFs, Financial Advisors, indexing, inflation protection, Julie Ballard, momentum factor, multi-asset, quality factor, real assets, rising rate protection, S&P 500 Dividend Aristocrats, S&P 500 Factors, S&P 500 Quality, TD Wealth Management, U.S. Treasuries, wealth management
Spotlight on Commodities: Inflation and Innovation
What could the convergence of inflation and interest rate tightening mean for commodities? CME Group’s Blu Putnam takes a fundamental look at global commodity markets with S&P DJI’s Jim Wiederhold and Kelsey Stokes.
- Categories Commodities
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