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1 month ago | 
indexologyblog.com | Cristopher Anguiano |Tim Edwards |Richard Labelle
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Jan 17, 2025 | 
indexologyblog.com | Maya Beyhan |Cristopher Anguiano |Brian Luke
Performance Insights: The S&P 500 Equal Weight ESG Index Maya Beyhan Global Head of Sustainability, Index Investment Strategy S&P Dow Jones Indices Since its launch in July 2022 to year-end 2024, the S&P 500® Equal Weight ESG Index achieved a cumulative outperformance of 0.86% compared to its benchmark, the S&P 500 Equal Weight Index. Gaining insight into the factors behind this outperformance highlights important aspects of environmental, social and governance (ESG) attributes that function...
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Jan 16, 2025 | 
indexologyblog.com | Cristopher Anguiano |Brian Luke |Anu Ganti
The Market Measure Categories Commodities, Equities, Fixed Income, S&P 500 & DJIA Tags global equities, S&P 500, S&P 500 Equal Weight Index, S&P 500 Top 10, S&P Composite 1500, S&P GSCI, S&P India BMI, S&P Japan BMI, S&P U.S. Treasury Current 10-Year, The Market Measure, U.S. Equities Meet The Market Measure – a new video series providing fresh perspectives on markets through the lens of indices. Each month, get access to insights across geographies, asset classes and investment strategies....
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Jan 14, 2025 | 
indexologyblog.com | Cristopher Anguiano |Brian Luke |Anu Ganti |Tim Edwards
2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts and Impacts Cristopher Anguiano Senior Analyst, U.S. Equity Indices S&P Dow Jones Indices Categories Equities, Factors Tags factors, financials, GICS, growth, information technology, S&P 500 Growth, S&P 500 Value, S&P Style Indices, sectors, Style, U.S. Equities, U.S. style, US FA, value The S&P U.S. Style Indices underwent their annual rebalancing in December 2024, leading to significant changes in sector exposures. Particularly, the...
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Jan 14, 2025 | 
indexologyblog.com | Cristopher Anguiano |Brian Luke |Anu Ganti |Tim Edwards
Tracking the Companies Feeding the World with Indices How can an index-based approach help market participants to measure the evolution of global food production? Learn more about the S&P Commodity Producers Agribusiness Index and how it tracks the companies that help feed the world’s growing population.
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Sep 25, 2023 | 
indexologyblog.com | Sherifa Issifu |George Valantasis |Anu Ganti |Cristopher Anguiano
Splitting Size in U.S. Equities: S&P DJI versus MSCI in H1 2023 Sherifa Issifu Senior Analyst, U.S. Equity Indices S&P Dow Jones Indices Categories Equities Tags 2023, equities, Index Construction, S&P 500, S&P Composite 1500, S&P DJI U.S. equity indices, S&P MidCap 400, S&P SmallCap 600, Sherifa Issifu, size, U.S. Core, U.S. Equities, US FA The first half of 2023 saw a strong rebound from 2022 for equities: the S&P 500® gained 17% as the U.S. outperformed the S&P Global Ex-U.S. BMI (up 10%)....
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Sep 18, 2023 | 
indexologyblog.com | George Valantasis |Anu Ganti |Cristopher Anguiano
Balancing High Yield and Growing Dividends in a Sector-Neutral Framework with the S&P Sector-Neutral High Yield Dividend Aristocrats George Valantasis Associate Director, Strategy Indices S&P Dow Jones Indices In September 2022, S&P DJI was pleased to add the S&P Sector-Neutral High Yield Dividend Aristocrats® to the S&P Dividend Aristocrats Index Series. While most dividend indices have notable sector under- and overweights versus their underlying benchmark, this index is the first in the...
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Apr 5, 2023 | 
indexologyblog.com | Maya Beyhan |Cristopher Anguiano |Brian Luke |Sean Freer
The inaugural S&P Indices versus Active (SPIVA®) U.S. Scorecard was published in 2002, and has since been extended to Australia, Canada, Europe, India, Japan, Latin America, South Africa and the Middle East & North Africa (MENA), allowing investors to experience the active versus passive debate on a global scale.
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Mar 13, 2023 | 
indexologyblog.com | Cristopher Anguiano |Eduardo Olazabal |Tim Edwards |George Valantasis
Amid rising interest rates and the uncertain macroeconomic environment last year, dividend-focused strategies received substantial inflows throughout 2022. On top of these recent macroeconomic trends is also the longer-term, structural development of increasing investor demand for investments that align with their personal and societal values.
