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Tag Archives: S&P Dow Jones Indices

Nov 10, 2021

An Efficient, Rules-Based Approach to Factor Rotation

Explore how the design of the S&P 500 Factor Rotator Daily RC2 7% Index is helping democratize access to factor investing, providing a simple, rules-based blueprint for building dynamic factor strategies.

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Oct 28, 2021

Closing the Retirement Gap with Indices

How can indices help retirees achieve retirement income goals? Nobel Laureate and Resident Scientist at Dimensional Fund Advisors, Dr. Robert Merton joins S&P DJI’s Dan Draper and Aye Soe for a deep dive into the U.S. retirement ecosystem.

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Oct 26, 2021

Measuring the Impact of Generosity

How do the philanthropic efforts of public companies impact returns? S&P DJI’s Michael Mell explores a custom index designed to track the 50 most generous companies with Earl Bridges, CEO of Uncommon Giving and Claire Gaudiani, Board Member at Uncommon Investment Funds Trust and author of The Greater Good: How Philanthropy Drives the American Economy…

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Oct 25, 2021

Navigating Climate Risk with Indices

How can indices bring greater transparency to climate risk? Designed to go beyond the requirements of EU Low Carbon Benchmark minimum standards, the  S&P Paris-Aligned & Climate Transition Indices were created to help market participants looking to chart a path to net zero by 2050.

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Oct 19, 2021

What’s the Role of the S&P 500 in the Global Opportunity Set?

As Asian investors consider potential shifts in inflation and macro trends, could a closer look at U.S. markets through the lens of the S&P 500 help them identify potential opportunities abroad? Hamish Preston and Jason Ye of S&P DJI join Erik Norland of CME Group to explore the potential risk/return and diversification benefits of U.S….

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Oct 14, 2021

Using Index Icons to Track Potential Equity Opportunities

How are investors using the S&P 500 and DJIA to measure and assess potential opportunities in U.S. equities? Garrett Glawe and Jason Ye of S&P DJI join Michele Barlow of State Street Global Advisors to explore how investors are putting these index icons to work in Asia.   Learn more: https://www.spglobal.com/spdji/en/education/article/comparing-iconic-indices-the-sp-500-and-djia/

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Aug 12, 2021

Exploring the Potential Implications of Market Reversals

How has the market’s response to the pandemic impacted the potential opportunity set? S&P DJI’s Anu Ganti and Hamish Preston examine where market reversals took place and what they could mean for active management and asset allocation strategies moving forward. Read on: Style Bias and Active Performance

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Aug 2, 2021

Examining a Custom Approach to Factors

How does viewing companies through the prism of price-to-sales influence risk/return? Explore a systematic approach to indexing factors with a focus on valuations with Justin Lowry, President and Chief Investment Officer at Global Beta Advisors and S&P DJI’s Michael Mell.

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Jul 27, 2021

Has the Illiquidity Trade Run its Course?

S&P Global Market Intelligence’s Lynn Bachstetter explores whether illiquidity still has a place in insurance investments with S&P Global Ratings’ Carmi Margalit, F&G’s Leena Punjabi, and BlackRock’s Peter Gailliot.

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Jul 19, 2021

Using Market Fluctuations to Unlock Opportunity

Volatility often represents uncertainty, but it could also signal opportunity. Take a closer look at how the systematic design of the S&P 500 Dynamic Participation Index may help market participants identify and reflect potential opportunities inside the daily price fluctuations of the S&P 500.

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