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Apr 28 2017

Talking Points - Multi-Asset, Shariah-Compliant Indices for the MENA Region

The S&P Pan Arab Shariah Balanced Indices are a series of multi-asset benchmarks that combine core MENA equity and sukuk components, allowing market participants to choose an allocation framework that best reflects their investment style.

Apr 21 2017

Talking Points - Commodity Trends Boost Leveraged and Inverse Indices

In the world of declining commodity prices following the global financial crisis, inverse indices became popular for market participants looking to profit from the negative returns.

Apr 21 2017

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

Not only does the Dow Jones U.S. Dividend 100 Index seek to track stocks with consistent dividend payouts, but it also applies quality assurance for the sustainability of yields.

Mar 28 2017

Why Does the S&P 500® Matter to Japan?

The S&P 500 and the TOPIX are widely regarded as primary performance indicators for the U.S. and Japanese equity markets; however, the indices vary significantly due to the different economic landscapes and financial market developments they reflect.

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 31 2017

Composition of Supranational, Sovereign, and Agency Bonds in Australia

The size of the SSA market in Australia is evidenced in the S&P/ASX Supranational & Sovereign Bond 0+ Index, which shows that SSAs account for 15% of the broad S&P/ASX Australian Fixed Interest 0+ Index. Approximately 37 issuers are SSA and have issued, in aggregate, AUD 139 billion in debt across 175 lines.

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 20 2017

Momentum: A Practitioner’s Guide

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

Jan 12 2017

TalkingPoints: Introducing the Dow Jones U.S. Select Short-Term REIT Index

The Dow Jones U.S. Select Short-Term REIT Index seeks to track REITs in sectors that typically have short-term lease durations, with the goal of creating a REIT index that is less sensitive to interest rate changes.

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.

Dec 29 2016

Understanding ESG Investing

Sustainable investing is one of the fastest-growing segments of the asset management industry.

Dec 29 2016

TalkingPoints: The Dow Jones Emerging Markets Consumer Titans 30 Index

Learn about tapping into the growth of the emerging market consumer with the Dow Jones Emerging Markets Consumer Titans 30 Index.

Dec 02 2016

TalkingPoints: The S&P New China Sectors Index

Take a look at how the S&P New China Sectors Index helps market participants see China’s changing economy in a novel way.

Oct 20 2016

What Does an Election Year Mean for the Market?

It’s An Election Year — What Does This Mean For The Market?

Oct 12 2016

Practice Essentials - Three Reasons To Consider Index Funds

Index-based investing involves choosing investment products that track or mirror a market or segments of a market, such as the S&P 500® and S&P/ASX 200.

Oct 05 2016

FA Talks: Innovation - The Engine for Business Growth

Shaun Wurzbach, Global Head of Financial Advisor Channel Management, S&P Dow Jones Indices (S&P DJI), chatted with Roger Scheffel and David Abrams of WST Capital Management about how innovation in the application of indices and exchange-traded funds (ETFs) led to a new and growing business division for Wilbanks, Smith & Thomas Asset Management.

Oct 05 2016

Practice Essentials - Laddering a Portfolio of Municipal Bonds

In any home construction project, chances are a ladder will be used to reach a higher point.

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.

Sep 15 2016

TalkingPoints: How Market Participants Found Light With Commodity Indices in a Dark Decade

To many market participants, it may seem like a “lost decade” for passive commodity indexing. After all, the most widely-recognized passive commodity index, the S&P GSCI (TR), lost about 10% annualized over the past 10 years. It is not the most impressive statistic, and what is worse is that the drop was not from a one-time crisis event. It was the result of an ongoing saga of dismal fundamental factors like slowing Chinese demand growth and an oversupply of oil from OPEC and U.S. producers, in conjunction with a range of unfavorable macro factors like a strong U.S. dollar, low interest rates, low inflation, and low growth. However, as with all crises, opportunities arise.

Sep 13 2016

TalkingPoints: S&P Leverage and Inverse Indices

Read more about the S&P Leverage and Inverse Indices and how they can be a useful benchmark for leverage and inverse products.

Sep 09 2016

Drilling Down Commodities

Coupled with the fact that commodities are the basic ingredients that build society, commodities are a unique asset class and should be treated as such.

Sep 07 2016

FA Talks: Three Perspectives on Financial Advisor Value

FA Talks is an interview series where industry thinkers share their thoughts and perspectives on a variety of market trends and themes impacting indexing.

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