Barbara Velado

Mar 8, 2023 | tradetoday.co.in | Barbara Velado

By Barbara VeladoMarch 8th marks International Women’s Day, an event that honors and celebrates women worldwide and that has been observed for over a century. This year’s theme is Embracing Equity, and it highlights the fundamental difference between equality and equity. While these words are often used interchangeably, the former means giving everyone equal opportunities, while the latter recognizes specific circumstances when allocating resources to achieve equal outcomes.

Mar 8, 2023 | indexologyblog.com | Tim Edwards |Barbara Velado |Fei Wang |Jim Wiederhold

For over a decade, our SPIVA® Scorecards have shown a majority of actively managed U.S. large-cap equity funds underperforming the S&P 500®. According to the freshly published SPIVA U.S. Year-End 2022 Scorecard, the annual underperformance rate dropped to the slimmest of margins last year: just 51% of large-cap U.S. managers lagged the S&P 500 in 2022. Two key market trends associated with active performance provide context for this figure.

Mar 8, 2023 | indexologyblog.com | Barbara Velado |Fei Wang |Jim Wiederhold |Craig Lazzara

March 8th marks International Women’s Day, an event that honors and celebrates women worldwide and that has been observed for over a century. This year’s theme is Embracing Equity, and it highlights the fundamental difference between equality and equity. While these words are often used interchangeably, the former means giving everyone equal opportunities, while the latter recognizes specific circumstances when allocating resources to achieve equal outcomes.