Tag Archives: SPIVA Persistence

Jul 7, 2020

Berlinda LiuDirector, Global Research & DesignS&P Dow Jones Indices

Viewing 20 Years of Indexed Core Assets Growth through a SPIVA® Lens

In 1973, Princeton professor Burton Malkiel wrote the book, A Random Walk Down Wall Street, laying out a case against the mutual funds of the time as persistently underperforming market indices. Malkiel recommended[i] that the New York Stock Exchange create a fund that simply bought and held stock in the companies comprising the indices. Somewhat…

Categories Equities
Other Tags
active underperformance, active versus passive, core, ETFs, passive investing, SPIVA

Categories
Equities

Other Tags
active underperformance, active versus passive, core, ETFs, passive investing, SPIVA

Indexology^® Blog
Contributors

Kevin Horan Director, Fixed Income Indices

Craig Lazzara Managing Director and Global Head of Index Investment Strategy

Tim Edwards Managing Director, Index Investment Strategy

Fei Mei Chan Director, Index Investment Strategy

Hamish Preston Associate Director, U.S. Equity Indices

Berlinda Liu Director, Global Research & Design

Koel Ghosh Head of South Asia

Phillip Brzenk Senior Director, Strategy Indices

Philip Murphy Managing Director, Global Head of Index Governance

Aye Soe Managing Director, Global Head of Product Management

Fiona Boal Head of Commodities and Real Assets

Howard Silverblatt Senior Index Analyst, Product Management

Michael Orzano Senior Director, Global Equity Indices

Anu Ganti Senior Director, Index Investment Strategy

Hong Xie Senior Director, Global Research & Design

Shaun Wurzbach Managing Director, Global Head of Financial Advisor Channel

Jamie Farmer Chief Commercial Officer

Akash Jain Associate Director, Global Research & Design

Chris Bennett Director, Index Investment Strategy

Reid Steadman Managing Director, Global Head of ESG

Maria Sanchez Associate Director, Global Research & Design

Jaime Merino Director, Asset Owners Channel

John Welling Director, Equity Indices

Jim Wiederhold Associate Director, Commodities and Real Assets

Ved Malla Associate Director, Client Coverage

Bill Hao Director, Global Research & Design

Jason Giordano Director, Fixed Income, Product Management

Tianyin Cheng Senior Director, Strategy and Volatility Indices

Qing Li Director, Global Research & Design

Silvia Kitchener Director, Global Equity Indices, Latin America

Priscilla Luk Managing Director, Global Research & Design, APAC

Rupert Watts Senior Director, Strategy Indices

Liyu Zeng Director, Global Research & Design

Ben Leale-Green Analyst, Research & Design, ESG Indices

Stuart Magrath Senior Director, Channel Management, Australia and New Zealand

Karina Tjin Analyst, Strategy Indices

Michael Mell Senior Director, Custom Indices

Andrew Innes Head of EMEA, Global Research & Design

Izzy Wang Analyst, Strategy Indices

Mona Naqvi Senior Director, Head of ESG Product Strategy, North America

Smita Chirputkar Director, Global Research & Design

Brian Luke Global Head of Fixed Income Indices

Louis Bellucci Senior Director, Index Governance

Arpit Gupta Senior Analyst, Global Research & Design

Ari Rajendra Senior Director, Strategy & Volatility Indices

Kevin Horan Director, Fixed Income Indices

Craig Lazzara Managing Director and Global Head of Index Investment Strategy

Tim Edwards Managing Director, Index Investment Strategy

Fei Mei Chan Director, Index Investment Strategy

Hamish Preston Associate Director, U.S. Equity Indices

Berlinda Liu Director, Global Research & Design

Koel Ghosh Head of South Asia

Phillip Brzenk Senior Director, Strategy Indices

Philip Murphy Managing Director, Global Head of Index Governance

Aye Soe Managing Director, Global Head of Product Management

Fiona Boal Head of Commodities and Real Assets

Howard Silverblatt Senior Index Analyst, Product Management

Michael Orzano Senior Director, Global Equity Indices

Anu Ganti Senior Director, Index Investment Strategy

Hong Xie Senior Director, Global Research & Design

Shaun Wurzbach Managing Director, Global Head of Financial Advisor Channel

Jamie Farmer Chief Commercial Officer

Akash Jain Associate Director, Global Research & Design

Chris Bennett Director, Index Investment Strategy

Reid Steadman Managing Director, Global Head of ESG

Maria Sanchez Associate Director, Global Research & Design

Jaime Merino Director, Asset Owners Channel

John Welling Director, Equity Indices

Jim Wiederhold Associate Director, Commodities and Real Assets

Ved Malla Associate Director, Client Coverage

Bill Hao Director, Global Research & Design

Jason Giordano Director, Fixed Income, Product Management

Tianyin Cheng Senior Director, Strategy and Volatility Indices

Qing Li Director, Global Research & Design

Silvia Kitchener Director, Global Equity Indices, Latin America

Priscilla Luk Managing Director, Global Research & Design, APAC

Rupert Watts Senior Director, Strategy Indices

Liyu Zeng Director, Global Research & Design

Ben Leale-Green Analyst, Research & Design, ESG Indices

Stuart Magrath Senior Director, Channel Management, Australia and New Zealand

Karina Tjin Analyst, Strategy Indices

Michael Mell Senior Director, Custom Indices

Andrew Innes Head of EMEA, Global Research & Design

Izzy Wang Analyst, Strategy Indices

Mona Naqvi Senior Director, Head of ESG Product Strategy, North America

Smita Chirputkar Director, Global Research & Design

Brian Luke Global Head of Fixed Income Indices

Louis Bellucci Senior Director, Index Governance

Arpit Gupta Senior Analyst, Global Research & Design

Ari Rajendra Senior Director, Strategy & Volatility Indices

Kelsey Stokes Associate Director, Marketing

Rachel Du Senior Analyst, Global Research & Design

Cristopher Anguiano Analyst, Global Research & Design

Sherifa Issifu Associate, Index Investment Strategy

Melody Duan Analyst, Global Research & Design

Margaret Dorn Senior Director, ESG Product Strategy, North America

Andrew Cairns Associate Director, Global Research & Design

Sunjiv Mainie Managing Director, Global Research & Design

Daniel Perrone Director and Head of Operations, ESG Indices

Manuel González Director, Client Coverage, Latin America

Brent Kopp Senior Director, Central Region

Gaurav Sinha Managing Director, Head of Americas, Global Research & Design

Jason Ye Associate Director, Strategy Indices

Jaspreet Duhra Senior Director, Head of EMEA ESG Indices

John van Moyland Managing Director, S&P Global Head of S&P Kensho Indices

Claire Yi Analyst, Strategy Indices

Alberto Allegrucci Senior Research Analyst, Global Research & Design

Raghu Ramachandran Head of Insurance Asset Channel

Lalit Ponnala Director, Global Research & Design

Ryan Christianson Associate Director, APAC Lead, ESG Indices

Leonardo Cabrer Associate Director, Global Research & Design