Tag Archives: s&p/asx 200
TEST – Minor Impact to Headline S&P/ASX Indices from GICS Changes
Revisions to the Global Industry Classification Standard (GICS®) structure were implemented at the March S&P/ASX rebalance. The changes affect the GICS structure at all levels and involve a number of intra- and inter-sector changes for companies within the S&P/ASX 200 and S&P/ASX 300. Inter-sector changes are the reclassification of constituents to a different sector under…
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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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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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Pandemic Accelerates Long-Term Shifts in Australian Equity Market: Health Care Reigns Supreme
While the COVID-19 pandemic wreaked havoc on global financial markets, it has affected Australian equity sectors quite unevenly. Energy, Financials, and Real Estate have experienced the heaviest losses, while Health Care has outperformed by a wide margin, sustaining a 10% YTD gain through April 9, 2020. In our recent paper marking the 20th Anniversary of…
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Capture the Growth of Australia’s Technology Industry
In partnership with the ASX, we recently introduced the S&P/ASX All Technology Index, which, for the first time, brings together ASX-listed companies across a range of industries whose businesses are primarily technology focused. In a market heavily concentrated in banks and natural resource companies, the S&P/ASX All Technology Index provides access to a unique, underrepresented…
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Managing Geographical Revenue Exposure in the Australian Equities Market
The S&P/ASX 200, widely considered a performance barometer for the Australian equities market, comprises 200 of the most liquid and highest market capitalization stocks listed on the Australian Securities Exchange (ASX). Nevertheless, the performance of this index is not solely influenced by Australian economic activities, but also by global economic conditions, depending on the individual…
Introducing the S&P/ASX 200® ESG Index: Mainstreaming ESG in the Australian Equities Market (Part 2)
Australian Listed Equities The Australian listed equity market has two characteristics not to be overlooked when constructing a domestic index: its relatively small number of stocks and relatively large exposures to a few specific sectors. These factors alone often mean that the application of a specific indexing methodology can produce more pronounced effects…
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Introducing the S&P/ASX 200 ESG Index: Mainstreaming ESG in the Australian Equities Market (Part 1)
The S&P/ASX Australian Index Series has played a significant role in characterizing the Australian equity market performance since its inception in April 2000. Since then, the S&P/ASX 200 has served as the foundation for benchmarks and index-based investing strategies from sectors to quality, value, and momentum factor approaches. Following the launch of the…
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Revenue Exposure of the S&P/ASX 200
The S&P/ASX 200 is widely regarded as the institutional investable benchmark in Australia. It is composed of the largest 200 companies listed on the Australian Securities Exchange by float-adjusted market capitalization. Although the majority of the companies are domiciled in Australia, a lot of them derive a significant portion of their revenue from foreign markets….
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How Did Australian Active Funds Perform in 2017?
The SPIVA® Australia Scorecard reports on the performance of actively managed Australian mutual funds against their respective benchmark indices over various investment horizons. In the year-end 2017 report, we extended the analysis to 15 years. In 2017, the majority of Australian funds in most categories underperformed their respective benchmarks, apart from the Australian A-REIT category….
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