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Tag Archives: S&P Europe 350

Dec 6, 2023

Who’s Naughty and Nice

At this time of year, my 9 year old excitedly polishes his boots so that, according to Hungarian tradition, Santa can fill them with sweets and toys during the night between December 5 and 6 (yes, he does arrive a few weeks early in Central Europe). Just like in years past, I am sure he…

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Apr 17, 2023

SPIVA Europe 2022: Singing the Bear Market Blues

After 83% of euro-denominated pan-regional equity funds failed to outperform the S&P Europe 350® in the 10 years leading up to the start of 2022, last year brought an intriguing change in the market winds, including the end of near-zero interest rates and, along with it, higher hopes for stock-picking. There was higher dispersion and,…

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Dec 5, 2022

Diversification Beyond Borders

Academic theorists often assert the decision of where to invest as more important than the decision of what to invest in. Studies suggest that up to 90% of investment returns are attributable to location. Regional equity indices represent different combinations of geographic and sector exposure. These differences can potentially improve the diversification benefits available when…

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Nov 16, 2021

No Time to Thrive

S&P DJI has just released the final regional edition of our S&P Index Versus Active (SPIVA®) Mid-Year 2021 Scorecards. The semiannual reports cover the performance of actively managed funds in the U.S., Canada, Latin America, Europe, South Africa, India, Japan, Australia, and our newest regional addition, the Middle East and North Africa (MENA). SPIVA Scorecards…

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Nov 9, 2020

Risk-Adjusted SPIVA®: No More Excuses?

For the first time, the SPIVA Europe Mid-Year 2020 Scorecard introduced risk-adjusted performance evaluations of European equity funds. Previously, proponents of active fund management may have criticized the SPIVA scorecard for measuring performance on a return-only basis. They may have argued that this only told one side of the story, and that their abilities should…

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Oct 21, 2020

The Unrewarded Risk of Supernormal Fund Returns

The recently released SPIVA® Europe Mid-Year 2020 Scorecard had the unique opportunity to pit the performance of active funds against their passive benchmarks through an exceptionally rare event. The economic fallout from the coronavirus pandemic brought a period of extreme volatility, the likes of which have not been seen in Europe since the global financial…

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May 18, 2020

No Immunity for Active Managers

Despite the early warning signs of a global pandemic and its devastating potential to obliterate economic growth, it appears that fund managers in Europe generally failed to position themselves appropriately for the storm that was to come. Taking a sneak peek into our upcoming SPIVA® Europe Scorecard, we can see the majority of Europe Equity…

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Mar 27, 2020

Wash Your Hands of Market Timing with Risk Control

The market highs of February 2020 already seem like a strange, distant past, in which people socialized, worked in offices, and were blissfully unappreciative of their abundant supply of toilet paper. Life has changed. With that change, the S&P Europe 350® lost a third of its market capitalization in just a month. The market may…

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Oct 9, 2018

Beyond the SPIVA® Europe Mid-Year 2018 Headlines – Delving Deeper Into the Data

The S&P Indices Versus Active (SPIVA) Europe Mid-Year 2018 Scorecard is often cited for its latest headlines surrounding the active vs. passive debate. But beyond the SPIVA headlines, there is an extensive offering of insightful data that has been carefully measured and presented to help readers dig deeper. Let’s look at just one example from…

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Mar 21, 2018

Visualizing the SPIVA® Europe Scorecard

The S&P Indices Versus Active (SPIVA) Europe Year-End 2017 Scorecard is composed of a rich dataset of active fund performance figures and insights for those wishing to participate in the active versus passive debate. The coverage and detail in the report may be extensive, but the conclusions needn’t be complex. By visualizing the data as…

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