Tag Archives: U.S. Equity

Pure Style Indices: A Finer Tool With Higher Style Focus

Managing Director, Global Research & Design

S&P Dow Jones Indices

January 15, 2019 - 1:56 pm

Style investing as an investment approach has long been utilized by market participants to group securities based on their common characteristics and risk/return drivers. Those common characteristics, in turn, help investors make strategic and tactical asset allocation decisions. The first-generation S&P U.S. Style Indices serve as effective underlying tools for market participants seeking a passive Read more […]

Also tagged:
growth, pure growth, pure style, pure value, S&P 500, S&P 500 Pure Growth, S&P 500 Pure Value, S&P MidCap 400, S&P SmallCap 600, Style, value

2013: A year in SPIVA Perspective (Part I)

Aye Soe

Managing Director, Global Research & Design

S&P Dow Jones Indices

March 27, 2014 - 1:05 pm

Category: Commodities, Equities, Fixed Income, S&P 500 & DJIA, Strategy

2013 was the blockbuster year for equity as the domestic equity markets posted double-digits returns. In a year marked by record breaking gains, it is particularly important to measure the relative performance of active funds versus the indices as bull markets often present challenging conditions for active managers to overcome. The 2013 year-end SPIVA report Read more […]

Also tagged:
active investing, passive investing, S&P 500, S&P MidCap 400, S&P SmallCap, SPIVA

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