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Tag Archives: S&P Dow Jones Indices

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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Aug 17, 2022

What’s Inside the Real Estate Select Sector?

Explore how a rules-based approach to tracking real estate companies in the S&P 500® impacts dividend yield and diversification.

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Jul 27, 2022

What Fixed Income Index Liquidity Means for Insurers

How are index-based strategies helping insurers measure and address liquidity in their portfolios? Take a closer look at the why index liquidity matters with S&P DJI’s Nick Godec, Morgan Stanley’s Meredith Shaw, and BlackRock’s James Winslow.

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Jul 8, 2022

Tracking Australia’s Growing Agribusiness Sector

The United Nations estimates a 70% increase in food supply is needed to meet a projected 2050 global population of 9.6 billion. With 70% of its agricultural production exported today, Australia could play an integral role in meeting increased demand from the global supply chain. Join Nadine Blayney of Ausbiz, Daphne van der Oord of…

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