S&P Dow Jones Indices
How Indexing Works for Model Portfolios
What’s the role of indices in constructing and evaluating model portfolios? S&P DJI’s Joseph Nelesen and BlackRock’s Elise Terry explore how indexing is changing the landscape for advisors and their clients and helping a range of market participants build and assess models across the asset class spectrum.
Exploring the Growing Thematics Landscape
How are indices helping investors assess the growing range of thematic solutions? S&P DJI’s Ari Rajendra and BlackRock’s Jay Jacobs dive into the expanding landscape and the innovations and data helping investors at the leading edge of thematic trends.
Measuring Munis: Using Indices to Assess Yield Opportunities
How are muni indices helping market participants navigate the yield curve in the current climate? S&P DJI’s Jennifer Schnabl and Vanguard’s David Sharp take a closer look at the S&P Intermediate Term National AMT-Free Municipal Bond Index and S&P California AMT-Free Municipal Bond Index.
Indexing Covered Calls: A New Tool for Income Seekers
What are the potential benefits of a passive approach to covered calls? S&P DJI’s Phil Brzenk and ProShares’ Simeon Hyman take a closer look at the S&P 500 Daily Covered Call Index, its performance, and why the index uses a daily approach vs. a more standard weekly or monthly approach.
A Long-Term Look at S&P 500 Equal Weight Index
How have S&P 500 Equal Weight Index’s exposures informed its performance over time? S&P DJI’s Hamish Preston and Invesco’s Nick Kalivas look under the hood at the features influencing S&P 500 EWI’s risk/return and explore what its expanding ecosystem, including sectors and futures could mean for its range of potential applications moving forward.
How Sector Neutrality Influences Risk/Return in S&P Dividend Aristocrats
What are the potential benefits of a sector neutral approach to S&P Dividend Aristocrats? S&P DJI’s Rupert Watts and State Street Global Advisors’ Colin Ireland explore the construction and range of potential applications for the S&P Sector-Neutral High Yield Dividend Aristocrats.
- Categories Equities
- Tags diversification, ETFs, high yield dividend growers, indexing, large-cap equities, Mid-cap equities, quality dividend growers, Rupert Watts, S&P 1500, S&P 400, S&P 500, S&P 600, S&P Composite 1500, S&P Dividend Aristocrats, S&P Sector-Neutral High Yield Dividend Aristocrats, sector-neutrality, sectors, small-cap equities, U.S. Equities
- Categories
- Equities
- Tags
- diversification, ETFs, high yield dividend growers, indexing, large-cap equities, Mid-cap equities, quality dividend growers, Rupert Watts, S&P 1500, S&P 400, S&P 500, S&P 600, S&P Composite 1500, S&P Dividend Aristocrats, S&P Sector-Neutral High Yield Dividend Aristocrats, sector-neutrality, sectors, small-cap equities, U.S. Equities
Using the News to Select a More Stable Path to the S&P 500
Meet the S&P 500 RavenPack AI Index, a multi-asset index that applies a news analytics algorithm powered by RavenPack to select S&P 500 sectors with the strongest news sentiment for use in its sector rotation process. The index combines U.S. equities and fixed income, complemented by a daily risk control mechanism that seeks to maintain…
- Categories Multi-Asset
- Tags AI, daily risk control, Equity, FIAs, fixed income, Fixed Indexed Annuities, GICS sectors, machine learning, multi-asset, news sentiment, RavenPack, risk control, S&P 500 RavenPack AI Index, S&P 500 RavenPack AI Sentiment Index, S&P 500 Sectors, sector rotation, target volatility
- Categories
- Multi-Asset
Getting to Know the S&P 500 in Hong Kong
Why is the S&P 500 relevant to markets around the world? Take a closer look at this iconic index with S&P DJI’s Priscilla Luk and Hang Seng Investment Management’s Yvonne Ngai, including its role in our daily lives and some key highlights about why the S&P 500 is widely regarded as the best single gauge…
Meet the S&P 500 Dynamic Intraday TCA Index
Combining a trend-following mechanism with the ability to rebalance up to 13 times during the trading day, this innovative multi-asset index seeks to provide a more stable volatility experience by leveraging the next generation of risk control technology.
Measuring the Global Water Opportunity Set
Look inside the S&P Global Water Index and how it tracks the companies helping the world meet demand for this vital resource.