Tag Archives: SPIVA
Turtle Returns: The Hare and the Tortoise
The tale of a footrace between a determined tortoise and a swift but ultimately complacent hare has been with us for a long time. The earliest known version is two and a half thousand years old; it begins with the hare mocking the tortoise’s slow feet, which leads to a challenge and a contest, and…
- Categories Fixed Income
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Financial Planning Using Indices: From Taxes to Factors
How are advisors putting SPIVA data and factors to work as they build long-term plans to help clients achieve objectives? Delta Wealth Advisors’ Dino Efthimiou and Niko Finnigan join S&P DJI’s Brent Kopp for a practical look at the importance of tax management and the role of indexing in building a comprehensive plan for clients….
- Categories Factors
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Getting to Know the SPIVA After-Tax Scorecard
What do the SPIVA Scorecard results look like once you factor in taxes? Join S&P DJI’s Anu Ganti and Joseph Nelesen for a deep dive into key findings from the inaugural SPIVA After-Tax Scorecard.
- Categories Equities
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- Categories
- Equities
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Chasing Performance
“…sometimes I’ve believed as many as six impossible things before breakfast.” – The White Queen, Through the Looking Glass Should an asset owner rely on historical performance data to select managers? The efficacy of doing so depends on the answers to three questions: What fraction of the manager universe is truly gifted? How gifted are…
- Categories Equities, S&P 500 & DJIA
- Other Tags
Surveying the Latest SPIVA India Scorecard Results
Were active and fixed income fund managers able to keep up with their benchmarks in the latest SPIVA India Scorecard? Dive into the latest results with S&P DJI’s Bhavna Sadarangani and Benedek Vörös.
- Categories Equities, Fixed Income
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- Categories
- Equities, Fixed Income
- Other Tags
What Do Insurance Companies Need to Know About SPIVA?
How and when are insurers implementing index-based strategies as they seek liquidity, diversification, and risk mitigation? S&P DJI’s Raghu Ramachandran and Anu Ganti join BlackRock’s Andrew Masalin to discuss what’s driving passive outperformance and the use of ETFs by insurers through the lens of SPIVA.
- Categories Equities, Fixed Income
- Other Tags
The Magnificent Seven: A Taxing Question
“The Magnificent Seven” term has transcended its cinematic roots to become the collective moniker for a select group of U.S. mega-cap stocks responsible for over 90% of the S&P 500®’s YTD gains to October’s end. Their stellar performance has, naturally, elevated their valuations. It has also increased their already-hefty collective weight in the equity benchmark….
- Categories Equities
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Why Do U.S. Mid-Cap Equities Matter?
Take a deep dive into the S&P MidCap 400 as S&P DJI’s Hamish Preston and Sherifa Issifu explore what makes the S&P 400 relevant globally and the distinctive sector and risk/return characteristics of this slice of the U.S. equity market.
- Categories Equities
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Active Success: Still Elusive
Anyone even vaguely conversant with our SPIVA® Scorecards will realize that most active managers underperform passive benchmarks most of the time. This result is robust across geographies and across time, and is reflected in our recently issued mid-year 2023 report for the U.S. market. Although the scorecard covers 39 categories of equity and fixed income…
- Categories Equities, S&P 500 & DJIA
- Other Tags
The Challenge Continues: Results from the SPIVA Latin America Mid-Year 2023 Scorecard
In the history of SPIVA (S&P Indices Versus Active) Scorecards, most active managers have tended to underperform benchmarks most of the time, especially over longer periods. The SPIVA Latin America Mid-Year 2023 Scorecard revealed that active managers produced mixed performance during the first half of 2023. During H1 2023, more than one-half of active managers…
- Categories Equities, Fixed Income
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