Tag Archives: US FA
Targeting the Drivers of Dividend Strength: A First Look at the S&P 500 Dividend Drivers Index
S&P Dow Jones Indices is pleased to introduce the new S&P 500® Dividend Drivers Index, which offers a holistic approach to identifying dividend-paying companies within the S&P 500. Unlike traditional approaches that emphasize a single metric—such as high yield or dividend growth—the index focuses on the key drivers of dividend strength. It combines historical and…
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Mondo Mashups
Whether you call it soccer or football, there’s no denying the World Cup was a blast for North Americans and visitors alike. Off the field, one of the most enjoyable spectator sports was watching camaraderie emerge from road trips and cultural mashups. Whether it was the Tartan Army firing up the Miami Marlins, Samurai Blue…
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Broadening the Base
Despite recent declines upon renewed geopolitical concerns, the S&P 500® hit two all-time closing highs last week thanks to reduced expectations for a Fed rate hike after a soft jobs report and robust corporate earnings. One of the tailwinds of the market’s rally has been the broadening of performance beyond the mega cap hyperscalers,1 a…
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Extending Market Representation: Public-Private Blends in Investment Solutions
A Changing Composition of Equity Markets Public equity indices have traditionally aimed to represent the broad investable ecosystem. They remain a core building block for investors seeking equity market insight, and benchmarks including the S&P 500® continue to play this role effectively. However, structural changes in capital markets suggest that public equities may not always…
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S&P 500 Quality Index: Why Outperformance Is Only Half the Story
While headline returns often steal the spotlight, the path to those returns can be equally important—especially for those seeking to weather the market’s ups and downs over the long term. This underscores what makes the S&P 500® Quality Index particularly interesting: it hasn’t just outperformed the S&P 500 over the long term, but it has…
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35/20 Vision: The S&P 500 Capped 35/20 Indices
As U.S. equity markets continue to reach new highs, market leadership has become increasingly concentrated among a handful of large-cap stocks. The S&P 500 Capped 35/20 Indices use weight caps to maintain diversification within sector-specific benchmarks. Each index in the range comprises all constituents from its respective GICS® sector of the S&P 500® while mitigating…
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A Three-Year Milestone: Revisiting the S&P 500 Sector-Neutral Dividend Aristocrats Index
In June 2023, S&P DJI expanded the S&P Dividend Aristocrats® Series with the launch of the S&P 500® Sector-Neutral Dividend Aristocrats Index. The addition proved timely, as over the past three years, the technology-driven Information Technology and Communication Services sectors have fueled much of the S&P 500’s significant gains amid the rise of AI. While…
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Anchoring Equity to Economic Activity: The Power of Revenue Weighting
Market-cap-weighted indices like the S&P 500® that offer a broad measure of the market have long served as the foundation of passive investing. With valuations at elevated levels and sector concentration—particularly in technology—near historic highs, we examine alternative weighting methods that may provide broader and complementary views. Revenue weighting offers a complementary approach: by weighting…
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Regimes, Reversals and Risk
The S&P 500® gained 15% in Q2 2026, posting its best quarter since Q2 2020. The steady drumbeat of AI-related enthusiasm propelled the market upward despite numerous obstacles, including the war with Iran, rising inflation and fears of Fed rate hikes. However, the start of Q3 has been rocky, with a sharp sell-off in chipmakers,…
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active management, dispersion, emerging markets, information technology, institutional investor, passive investing, S&P 100, S&P 500 Ex-S&P 100 Index, S&P 500 Top 10 Index, S&P MidCap 400, S&P Semiconductors Select Industry Index, S&P SmallCap 600, Semiconductors, Technology Select Sector Index, U.S. equities
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- active management, dispersion, emerging markets, information technology, institutional investor, passive investing, S&P 100, S&P 500 Ex-S&P 100 Index, S&P 500 Top 10 Index, S&P MidCap 400, S&P Semiconductors Select Industry Index, S&P SmallCap 600, Semiconductors, Technology Select Sector Index, U.S. equities
SPIVA By the Numbers: A Global Perspective
How difficult is it to beat the benchmark in markets around the world? S&P DJI’s Tim Edwards takes viewers inside the latest SPIVA results and explores the challenges of active management over the long term.
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