Dividend-paying stocks have been in focus in recent years, as many income seekers have turned away from low-yielding fixed income instruments and are looking to equity markets for an attractive level of income.
This paper seeks to increase the awareness of leveraged strategies and their implementation, as well as exploring the potential benefits of a small amount of leverage being used within a single strategy as well as a diversified portfolio.
We explore how the risk-adjusted return characteristics of various combinations of non-market-cap-weighted and thematic equity indices might provide a more balanced exposure to listed equities.
Can Dividends Yield a Better Retirement?
This piece originally appeared in the December 2017 edition
of Indexology Magazine.
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.
We discuss the outperformance of the S&P SmallCap 600 versus the Russell 2000, the performance of the indices compared with active managers, and the case supporting the performance.
Known as Wall Street’s “fear gauge,” VIX is followed by a multitude of market participants; its levels and trends have become part of the common language of market commentary. This document serves as an introduction to, and summary of, “Reading VIX: Does VIX Predict Future Volatility?” bypassing some of the academic rigor of the original in order to be more accessible to the practitioner.
As more investors think about retirement and their long-term savings objectives, the importance of downside protection without limiting the opportunity for potential gains is on the rise.
The S&P Access China Enterprises Enhanced Value Index seeks to measure the performance of 100 Chinese companies with securities with attractive valuations that are eligible for the Stok Connect programs.
What are dividend points and how are they tracked?
As an investable concept, momentum is straightforward—purchase (avoid) stocks that have performed relatively well (poorly) recently.
Investing in value stocks may be an easy concept to understand, but the actual methods used to capture value stocks is critical.
A Dynamic Multi-Asset Strategy
The S&P 500 Dividend Aristocrats Bond Select 30 Index is composed of up to 30 bonds issued by unique “Aristocrat” dividend issuers of the S&P 500 Dividend Aristocrats, based on a set of eligibility criteria.
The S&P Managed Risk Indices provide a way for investors to gain exposure to a particular equity market while controlling the level of risk using a two-step risk management overlay.
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.
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.
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.
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.
The S&P GIVI Indices are constructed to provide exposure to the low beta and value factors while maintaining benchmark like characteristics without optimization.
Launched in March 2013, the real-time S&P/ASX 200 VIX® is designed to measure the expected 30-day volatility in the Australian benchmark equity index, the S&P/ASX 200.