Environmental risks, from regulatory costs and reputational damage to raw material shortages and supply disruption, are affecting all functions of the corporate value chain. Leading companies are increasingly taking a holistic view to identify a broader spectrum of low-carbon, resource-efficient business opportunities.
Whether as part of strategic core equity allocation or as a complement to or replacement of a more traditional buy-and-hold stock or bond allocation, the managed risk 2.0 approach offers a useful tool to help market participants as they seek to achieve long-term return goals while effectively managing risk.
The S&P 500 is a renowned benchmark for large-cap U.S. equities. The index is designed to measure 500 leading companies and captures approximately 80% coverage of investable market capitalization in the U.S. equity market.
The S&P Pan Arab Shariah Balanced Indices are a series of multi-asset benchmarks that combine core MENA equity and sukuk components, allowing market participants to choose an allocation framework that best reflects their investment style.
Not only does the Dow Jones U.S. Dividend 100 Index seek to track stocks with consistent dividend payouts, but it also applies quality assurance for the sustainability of yields.
The S&P 500 and the TOPIX are widely regarded as primary performance indicators for the U.S. and Japanese equity markets; however, the indices vary significantly due to the different economic landscapes and financial market developments they reflect.
Natural resources as an asset class have appealed to investors for various reasons, the predominant of which are portfolio diversification and inflation protection.
The Dow Jones U.S. Select Short-Term REIT Index seeks to track REITs in sectors that typically have short-term lease durations, with the goal of creating a REIT index that is less sensitive to interest rate changes.
Tracking the Boomers... and Beyond
Alternatively weighted—or smart beta—strategies are among the fastest-growing and hottest investment topics. They range from the basic concepts of equal-weighted indices to dividend-yield-weighted strategies and the more exciting multi-factor indices we are seeing today.
Sustainable investing is one of the fastest-growing segments of the asset management industry.
Learn about tapping into the growth of the emerging market consumer with the Dow Jones Emerging Markets Consumer Titans 30 Index.
Take a look at how the S&P New China Sectors Index helps market participants see China’s changing economy in a novel way.
It’s An Election Year — What Does This Mean For The Market?
Index-based investing involves choosing investment products that track or mirror a market or segments of a market, such as the S&P 500® and S&P/ASX 200.
Shaun Wurzbach, Global Head of Financial Advisor Channel Management, S&P Dow Jones Indices (S&P DJI), chatted with Roger Scheffel and David Abrams of WST Capital Management about how innovation in the application of indices and exchange-traded funds (ETFs) led to a new and growing business division for Wilbanks, Smith & Thomas Asset Management.
The S&P GIVI® (Global Intrinsic Value Index) is a rules-based index series that is designed to deliver both low volatility and performance, weighted by intrinsic value rather than by traditional market capitalization. The indices are designed to provide those factor tilts while maintaining benchmark-like characteristics (low overall tracking error and similar region, country, and sector bets as the benchmark), along with high capacity.
FA Talks is an interview series where industry thinkers share their thoughts and perspectives on a variety of market trends and themes impacting indexing.
The S&P Pan Asia ex-JANZ Health Care 50 seeks to track the 50
largest companies in the health care sector from developed and
emerging countries in the Asia-Pacific region, excluding Japan,
Australia, and New Zealand (JANZ).
Upcoming GICS sector changes have implications for both the new real estate and existing financials sectors.
The S&P GIVI Indices are constructed to provide exposure to the low beta and value factors while maintaining benchmark like characteristics without optimization.
The following analysis shows how real assets may provide inflation protection and affect portfolio diversification in different markets around the world, including Australia, Brazil, Canada, China, the Eurozone, Japan, Mexico and South Korea.
Although most investors have adopted a preferred benchmark or index to measure or track the performance of developed markets, there is less consensus on the benchmarks that should be used for emerging and frontier markets.
The power of gold has been demonstrated repeatedly in equity market crises going back to the Great Depression. At times of extreme pessimism, gold has tended to be buoyant and equities depressed; at times of extreme confidence, gold has tended to be depressed and equities buoyant.
The S&P Real Assets Index gives investors an innovative yet simple tool that may improve diversification and inflation protection while meeting the risk requirements of today.