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.
Given that Brazil is one of the largest producers of certain commodities in agriculture, livestock, and energy, market participants may benefit by having a gauge of price movements locally.
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.
In the world of declining commodity prices following the global financial crisis, inverse indices became popular for market participants looking to profit from the negative returns.
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.
The low volatility anomaly.
Natural resources as an asset class have appealed to investors for various reasons, the predominant of which are portfolio diversification and inflation protection.
The size of the SSA market in Australia is evidenced in the S&P/ASX Supranational & Sovereign Bond 0+ Index, which shows that SSAs account for 15% of the broad S&P/ASX Australian Fixed Interest 0+ Index. Approximately 37 issuers are SSA and have issued, in aggregate, AUD 139 billion in debt across 175 lines.
Quality is often considered an alternative to growth investing, focusing on companies that exhibit signs of above-average growth, even if those companies may be more expensive than some of their counterparts.
As an investable concept, momentum is straightforward—purchase (avoid) stocks that have performed relatively well (poorly) recently.
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.
In any home construction project, chances are a ladder will be used to reach a higher point.
Holding a combination of smart beta strategies in a blended portfolio could potentially provide a powerful source of diversification and more stable excess return outcomes.
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.