Tag Archives: passive investing
2020 – The Dawn of the Passive Investing Era in India: Part Two
The previous blog highlighted the significant shifts to passive investing in India. However, Indian passive trends have continued to favor plain vanilla indices due to their ease of understanding, rather than exploring alternative thematic indices, such as the S&P Kensho New Economies Indices or factor Indices. However, once the acceptability and acceptance of passive investment…
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2020 – The Dawn of the Passive Investing Era in India: Part One
The year 2020 has brought about many unexpected turns of events. The COVID-19 pandemic, which will be marked in history as one of the most-acute pandemics that the world has had to experience, is one. Another area that has seen a transformation in the financial investing space is the realization and acceptance of passive investing….
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Is Alpha Generation a Zero-Sum Game in Indian Large-Cap Equities?
Globally, as markets have matured, we have seen the institutional share of public equity increasing.[1] Professional managers are continuing to enter the investment management industry, resulting in market research becoming more institutionalized. Hence, more and more industry research analysts are competing against each other and chasing the same set of stocks to generate alpha (or…
Do Management Fees Outweigh the Alpha Generated in Indian Equity Large-Cap Funds?
Without Fees, Do Active Managers Outperform their Benchmarks? The SPIVA® India Year-End 2019 Scorecard shows that, over longer horizons, a large proportion of active funds underperform their respective category benchmarks (see Exhibit 1a). The SPIVA India Year-End 2019 Scorecard evaluates the performance based on net-of-fees returns (i.e., gross returns less the management fees). But do…
Q1 2020 Australia SPIVA® Results – Outperformance Still Prevalent Despite Market Volatility
In early March 2020, S&P Dow Jones Indices released the SPIVA Australia Year-End 2019 Scorecard. With the market gyrations in late February and March due to the COVID-19 pandemic spreading across the globe, we decided to provide a “mid-term” SPIVA update to include data up to March 31, 2020, and to share the timely results…
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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/
Is Passive Investing an Evergreen Option in India?
How can indices help inform and simplify decision making in the current climate? S&P DJI’s Koel Ghosh explores potential roles indexing could play when allocating for desired outcomes during COVID-19 and beyond. https://www.youtube.com/watch?v=zC_oTxBjxkM Read more here: https://beta.indexologyblog.com/2020/04/14/passive-investing-an-evergreen-option/
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New Heights for S&P/ASX Linked Volumes
Since its debut in April 2000, the S&P/ASX Index Series has served as the de facto measure of value and performance for the Australian stock market, becoming an integral part of the country’s market infrastructure. 2020 has tested the resilience of that infrastructure; as pandemic fears gripped financial markets, stocks ricocheted, and trading in index-linked…
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The S&P BSE 100 ESG Index: A Socially Responsible Investment Strategy
In recent years, socially responsible investing has gained importance worldwide. There has been a paradigm shift in investment strategy globally, whereby the number of market participants who have become socially conscious and want to hold investments in companies that acknowledge the relevance of environmental, social, and governance (ESG) factors in doing business has significantly increased….
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Passive Investing: An Evergreen Option
John C. Bogle is quoted as saying, “the idea that a bell rings to signal when investors should get into or out of the market is simply not credible. After nearly 50 years in this business, I do not know of anybody who has done it successfully and consistently. I don’t even know anybody who…
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