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Mar 05 2018

Dividend Strategy With Quality Yields— The Dow Jones U.S. Dividend 100 Index

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.

Mar 01 2018

Leveraged Strategies: Benefits of Implementing a Moderate Amount of Leverage

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.

Feb 27 2018

Improving the 60/40 Policy Benchmark: Diversifying Within Equity Allocations

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.

Feb 26 2018

Can Dividends Yield a Better Retirement?

Can Dividends Yield a Better Retirement?

Feb 01 2018

Is Smart Beta Getting Smarter?

This piece originally appeared in the December 2017 edition of Indexology Magazine.

Jan 12 2018

Understanding the S&P Managed Risk 2.0 Indices

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.

Dec 21 2017

Big Things Come in Small Packages: Looking Into the S&P SmallCap 600

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.

Dec 07 2017

A Practitioner's Guide to Reading VIX®

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.

Oct 30 2017

S&P Managed Risk 2.0 Indices Brochure

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.

Oct 13 2017

Talking Points: The S&P Access China Enterprises Enhanced Value Index

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.

Sep 01 2017

FAQ: S&P/TSX 60 Dividend Points Index

What are dividend points and how are they tracked?

Aug 17 2017

Momentum: A Practitioner’s Guide

As an investable concept, momentum is straightforward—purchase (avoid) stocks that have performed relatively well (poorly) recently.

Aug 16 2017

Value: A Practitioner’s Guide

Investing in value stocks may be an easy concept to understand, but the actual methods used to capture value stocks is critical.

Jul 12 2017

S&P MARC 5% Index

A Dynamic Multi-Asset Strategy

Jun 29 2017

Introducing the S&P 500® Dividend Aristocrats® Bond Select 30 Index

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.

Jun 28 2017

Understanding the S&P Managed Risk Indices

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.

Feb 14 2017

Practice Essentials - Low Volatility Indexing in Canada

The low volatility anomaly.

Feb 10 2017

Looking at Natural Resources Through an Equity Lens

Natural resources as an asset class have appealed to investors for various reasons, the predominant of which are portfolio diversification and inflation protection.

Jan 20 2017

Quality: A Practitioner’s Guide

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.

Jan 11 2017

S&P U.S. Retiree Spending Index Brochure

Tracking the Boomers... and Beyond

Dec 29 2016

Is Smart Beta Possible in Africa?

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.

Sep 26 2016

Blending Factors in Your Smart Beta Portfolio

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.

Sep 16 2016

Practice Essentials: S&P GIVI Developed

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.

Jun 22 2016

Practice Essentials - S&P GIVI Indices

The S&P GIVI Indices are constructed to provide exposure to the low beta and value factors while maintaining benchmark like characteristics without optimization.

May 24 2016

Practice Essentials: Measuring Volatility in Australia

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.

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