Tag Archives: SPIVA Latin America Scorecard
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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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 Dow Jones Indices, S&P Indices vs. Active, S&P/BMV IRT, SPIVA, Tim Edwards
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- 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 Dow Jones Indices, S&P Indices vs. Active, S&P/BMV IRT, SPIVA, Tim Edwards
SPIVA Latin America Year-End 2020 Scorecard: Active Managers Missed an Opportunity
The recently published SPIVA® Latin America Year-End 2020 Scorecard shows that the volatile environment of 2020, though potentially favorable for high-conviction active managers, did not necessarily translate into success for active managers. SPIVA scorecards measure the performance of active funds against an appropriate benchmark. For Latin America, S&P Dow Jones Indices began publishing the scorecard…
- Categories Equities, Fixed Income
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SPIVA® Latin America Mid-Year 2020 Scorecard: Convergence to Underperformance
We recently published our industry-famous SPIVA report for the Latin America region. SPIVA, which stands for S&P Indices Versus Active, analyzes the performance of actively managed mutual funds against their respective category benchmark. In the case of Latin America, S&P Dow Jones Indices began publishing the scorecard in 2014, covering Brazil, Chile, and Mexico. The…
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The Skill of Champions in Sports & Active Management
The last few days have been a feast of entertainment for the sporting enthusiast; the Champions League Final, the Monaco Grand Prix, and the NBA Conference Finals were all on the menu. While the sports represented are distinct, these events have something notable in common: the persistence of their participants. The same two teams reached…
- Categories Equities, Fixed Income, Strategy
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Introducing the S&P Dow Jones Indices Versus Active (SPIVA®) Latin America Scorecard
S&P Dow Jones Indices is proud to expand the SPIVA Scorecard report to the Latin America region. The SPIVA methodology is designed to provide an accurate and objective apples-to-apples comparison of active funds’ performance versus their appropriate style benchmark indices. The SPIVA Latin America Scorecard covers the Brazilian, Chilean, and Mexican markets. A summary of…
- Categories Equities, Fixed Income, Strategy
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- Equities, Fixed Income, Strategy
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