Tag Archives: indexing
Looking Under the Hood of S&P 500 Information Technology Performance
Has the IT sector done well because of the quality factor, or is it the other way round? S&P DJI’s Anu Ganti takes a closer look at the relationship between sectors and factors to explore what’s driving IT’s climb over the past 12 months. Has the IT sector done well because of the quality factor,…
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Exploring SPIVA on a Risk-Adjusted Basis
What happens to active manager performance when risk is factored in? S&P DJI’s Gaurav Sinha takes a closer look at SPIVA data from markets around the globe. https://www.youtube.com/watch?v=bVM8RWfHHh8 Read the full report: https://spdji.com/indexology/core/spiva-through-a-risk-adjusted-lens
- Categories Equities
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- Equities
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Market Dynamics Amid CARES Act Influx
How is COVID-19 relief impacting U.S. market segments? S&P DJI’s Gaurav Sinha takes a closer look at fixed income spreads, small- and mid-cap equities, and a potential role for the quality factor moving forward. https://www.youtube.com/watch?v=0CZieRiuPG4
- Categories Equities
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- Equities
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How are India’s Capital Markets Changing?
COVID-19 has left its mark on India’s capital markets, as gains of the past five years were given back in Q1 2020. S&P DJI’s Ved Malla takes a closer look at how India’s sectors have held up amid uncertainty. https://www.youtube.com/watch?v=j2yqa93eOTo Read more here: https://beta.indexologyblog.com/2020/04/06/covid-19s-role-in-the-changing-landscape-of-indian-capital-markets/
Seeking Durability in Dividends
Do the S&P 500 High Yield Dividend Aristocrats provide durability during times of distress? S&P DJI’s Anu Ganti explains how dividend growers are positioned for the current climate. https://www.youtube.com/watch?v=902dSAAR78U Learn more here https://beta.indexologyblog.com/2020/04/30/durability-during-distress/
- Categories Strategy
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Aligning Investment Objectives and ESG Values
S&P DJI’s Mona Naqvi discusses how the S&P 500 ESG Index could help investors maintain their ESG values without sacrificing performance. https://www.youtube.com/watch?v=D5Ti5gtbG0M Learn more here: https://beta.indexologyblog.com/2020/05/06/whos-in-whos-out-walmart-twitter-dropped-from-the-sp-500-esg-index-and-other-major-changes/
- Categories Sustainability
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- Sustainability
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How is the Current Environment Impacting Your Retirement?
Explore how our new quarterly dashboard on S&P STRIDE can help investors better understand and plan for retirement with S&P DJI’s Hamish Preston. https://www.youtube.com/watch?v=_y8jSzzNTGU Get the latest dashboard: https://spdji.com/documents/commentary/dashboard-stride-2020-03.pdf.
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Is Mid-cap Outperformance an Illusion?
S&P DJI’s Craig Lazzara explains how style drift could be responsible for inflating the perception of active manager skill. https://www.youtube.com/watch?v=bRKYDS7KPjA Read the Performance Trickery blogs at: beta.indexologyblog.com
- Categories Equities
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- Equities
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Is Volatility an Investor’s Friend or Enemy?
Explore how high volatility and high dispersion can impact passive and active managers’ performance with S&P DJI’s Craig Lazzara. https://www.youtube.com/watch?v=zdU50uYbvs0 Get the latest Dispersion, Volatility, & Correlation dashboard: https://spdji.com/documents/commentary/dashboard-dispersion-2020-03.pdf
- Categories Equities
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- Categories
- Equities
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How the S&P Managed Risk 2.0 Indices Dynamically Respond to Risk
Explore how a transparent, rules-based approach to risk management is designed to offer participation and downside protection with S&P DJI’s Tianyin Cheng. https://www.youtube.com/watch?v=M65z4NCARhg To learn more, read Tianyin’s latest blog, “The Trade-Off between Upside Participation and Downside Protection.”
- Categories Equities
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