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Jul 20 2017

S&P 500® 2016: Global Sales

In 2016, the percentage of S&P 500 sales from foreign countries decreased for the second year in a row, after increasing for three consecutive years. The overall rate for 2016 was 43.2%, down from 44.3% in 2015 and 47.8% in 2014, which was at least an 11-year record high; the 43.2% rate in 2016 was the lowest since the 41.8% posted in 2003. S&P 500 foreign sales represent products and services produced and sold outside of the U.S.

Jul 07 2017

The Impact of Rising Interest Rates on REITs

It is commonly asserted that REITs are destined to underperform when interest rates rise. However, an examination of the historical record suggests that this is a misconception.

Jul 05 2017

S&P Global Equity Indices Monthly Update June 2017

S&P Global Equity Indices Monthly Update June 2017

Jun 29 2017

Looking Into the JPX/S&P CAPEX & Human Capital Index

In this paper, we dissect how the construction of the index helps to achieve its objective and examine how each of the construction criteria affects characteristics and return.

Jun 23 2017

Value and Momentum Strategies in Latin America

In this paper, we explore how a stylized, factor-based framework could be applied to equity markets in Latin America and whether performance can vary in different Latin American countries.

Jun 15 2017

Aligning Sustainable Development Goals With Investment Objectives

Aligning Sustainable Development Goals With Investment Objectives

Jun 12 2017

ETFs in Insurance General Accounts – 2017

Insurance companies have invested in exchange traded funds (ETFs) since 2004.

Jun 02 2017

S&P Global Equity Indices Monthly Update May 2017

S&P Global Equity Indices Monthly Update May 2017

May 30 2017

Mid-Year Research Update - 2017

Most active managers fail most of the time, at least if we define failure as underperformance of an appropriate passive benchmark. Success, when it does occur, tends not to persist.

May 09 2017

Carbon Scorecard: May 2017

There has been a market reflection with regard to the integration of climate risk and opportunities analysis into investment decisions.

May 05 2017

The Sum of the Parts

Given the success of strategies that exploit single factors, it is not surprising that strategies designed to exploit more than one factor have begun to pique the interest of market participants. If two factors work independently, they might also work well in combination.

May 04 2017

Completing the Picture: Measuring Environmental Performance Across Multi-Asset Investment Strategies

How can market participants obtain a complete picture of corporate environmental performance?

May 03 2017

S&P Global Equity Indices Monthly Update April 2017

S&P Global Equity Indices Monthly Update April 2017

Apr 28 2017

The Energy Effect

Apr 28 2017

Sector Showdown

Apr 26 2017

The Merits and Methods of Multi-Factor Investing

Is it wise to rely solely on the performance of one factor or, if not, what multi-factor approaches could be considered and how effective are they?

Apr 24 2017

ESG’s Growing Global Impact: Spotlight on Japan

Research by ESG rating houses, academic institutions, and industry studies by Mercer (2007, 2009, 2015), Deutsche Bank (2012), and Morgan Stanley (2015) have provided empirical evidence that “investing in sustainability has usually met, and often exceeded, the performance of comparable traditional investments."

Apr 18 2017

How Safe Is Your Sector?

Explore an analysis of the required returns of stock and bond sectors to understand potential weighting opportunities within each asset class and to find the relative value between asset classes within each sector.

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