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Oct 24, 2024 | 
indexologyblog.com | Maya Beyhan |Anu Ganti |Tim Edwards |Eduardo Olazabal
Understanding the Outperformance of the S&P 500 ESG Leaders Index through a Sectoral Lens Maya Beyhan Global Head of Sustainability, Index Investment Strategy S&P Dow Jones Indices The financial landscape has transformed significantly in recent years, with market participants increasingly recognizing the value of sustainability characteristics. One embodiment of this shift is the S&P 500® ESG Leaders Index, launched on Feb. 7, 2022, which is a best-in-class ESG index designed to measure the...
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Oct 15, 2024 | 
indexologyblog.com | Anu Ganti |Tim Edwards |Eduardo Olazabal
Clash of Titans: Diverging Global and Emerging Market Mid-Year Active Performance Anu Ganti Head of U.S. Index Investment Strategy S&P Dow Jones Indices Categories Equities Tags 2024, Active vs. Passive, Anu Ganti, core, emerging markets, Global equity, IIS, institutional investor, passive investing, S&P 500 Top 50, S&P China BMI, S&P Developed BMI, S&P Emerging BMI, S&P Emerging ex-China BMI, S&P World Ex-U.S. Index, S&P World Index, S&P/IFCI Composite, SPIVA, U.S. Equity, US FA Much of...
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Oct 10, 2024 | 
indexologyblog.com | Tim Edwards |Eduardo Olazabal |Anu Ganti
Did Stock Pickers Struggle? Can Bond Managers Boast?
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Apr 24, 2024 | 
indexologyblog.com | Sue Lee |Brian Luke |Eduardo Olazabal
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Apr 17, 2024 | 
indexologyblog.com | Brian Luke |Eduardo Olazabal
Commodities Deliver Double-Digit Returns in the Face of Stubborn Inflation Brian Luke Senior Director, Head of Commodities, Real & Digital Assets S&P Dow Jones Indices Commodity markets remain on top of the asset class leader board with inflation drawing the ire of the Fed and other asset classes. The upside surprise in U.S. inflation spotlights the potential benefits of commodities as a diversification tool. The S&P GSCI, the leading indicator of broad commodity performance, has produced...
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Apr 26, 2023 | 
indexologyblog.com | Sherifa Issifu |Craig Lazzara |Eduardo Olazabal |Tim Edwards
Many investors have a so-called “home bias,” allocating to their domestic market in greater proportion than would be expected based on its representation in global equity markets. Asia-based investors are no exception. Here we present our U.S. equity icons as one potential way to provide diversification for Asian investors.
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Apr 26, 2023 | 
indexologyblog.com | Hamish Preston |Sherifa Issifu |Craig Lazzara |Eduardo Olazabal
In the first quarter of 2023, the best performing of the 17 factor indices featured in our monthly factor dashboard was S&P 500® High Beta (up 12.5%), while the worst performer was S&P 500 Momentum (-3.2%). This may seem odd at first blush, since both indices are, in some sense, performance chasers—Momentum in absolute and High Beta in relative terms.
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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.
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Mar 9, 2023 | 
tradetoday.co.in | Eduardo Olazabal
By Eduardo OlazabalS&P DJI is launching its first S&P/ASX Shariah Indices, which aim to track the performance of Shariah-compliant stocks in the S&P/ASX 200 and the S&P/ASX 300. This launch comes in the context of increased interest in the Muslim community for Shariah investing in Australia. The Muslim community in Australia accounts for 3.2% of the population, or over 800,000 people as of 2021,1 and has grown at around 5.5% per year over the past 20 years.
