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Tag Archives: S&P Dow Jones Indices

Jan 10, 2023

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.

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Dec 7, 2022

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.

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Dec 7, 2022

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.

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Nov 30, 2022

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.

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Nov 28, 2022

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.

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Nov 24, 2022

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.

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Nov 23, 2022

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.

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Oct 28, 2022

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.

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Oct 24, 2022

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.

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Oct 12, 2022

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.

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