Tag Archives: dividend growth
Looking into the Future of Dividend Growth: The S&P 500 High Dividend Growth Index
As the leading dividend index provider, S&P DJI is constantly looking for new approaches and methodologies to bring novel ideas to the market. Our recently launched S&P 500® High Dividend Growth Index is a prime example of this innovative thinking, as it incorporates a forward-looking assessment into its methodology. This index tracks companies in the…
- Categories Factors
- Other Tags
Balancing High Yield and Growing Dividends in a Sector-Neutral Framework with the S&P Sector-Neutral High Yield Dividend Aristocrats
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 series to be sector neutral. As such, this index emphasizes dividend…
- Categories Factors
- Other Tags
Tracking Quality Dividend Growers in Pan Asia
What does it take to become an S&P Pan Asia Dividend Aristocrat? S&P DJI’s Rupert Watts and KraneShares’ Brendan Ahern explore how the index tracks quality dividend growers in Pan Asia and a range of potential applications for these defensive yield generators.
- Categories Factors
- Other Tags
Indexing Income: How Are Insurers Diversifying with Dividends?
As insurers face one of the most challenging bond markets in decades, many insurance companies are looking for different ways to generate revenue. S&P DJI’s Raghu Ramachandran and Rupert Watts join State Street Global Advisors’ Ben Woloshin for a closer look at how and why some insurers are implementing indexed-based equity strategies.
- Categories Factors
- Other Tags
Defending with S&P Dividend Growers
How does constructing high capacity indices focusing on stable dividend growers and excluding potential value traps, tend to lead to higher profitability, reduced volatility, and greater risk-adjusted performance than the benchmark? S&P DJI’s Pavel Vaynshtok, Vanguard’s Janel Jackson, and MJP Wealth Advisors’ Brian Vendig take a closer look at the S&P Dividend Grower Indices.
- Categories Factors
- Other Tags
S&P ESG High Yield Dividend Aristocrats Index – Adding a Layer of Sustainability via ESG Screening
High-dividend-yielding stocks have been prevalent in 2022, as rising interest rates have put downward pressure on long duration assets. At the same time, market participants are increasingly seeking to align investments with their personal and societal values. The S&P ESG High Yield Dividend Aristocrats® Index may be a strategy that checks both of these boxes….
Dividend Growers in Inflationary Environments
With inflation being a major issue in the current economy, consumers are increasingly looking for ways to combat their loss of purchasing power. One way to achieve this is to have sources of income that keep pace with, or even exceed, the inflation rate. Over the past four decades, dividends have played an increasing role…
- Categories Factors
- Other Tags
Combining Dividend Strategies
Throughout this year’s market turmoil, dividend strategies have been among the most reliable sources of relative, if not absolute, performance. Through June 21, 2022, e.g., when the S&P 500® had declined -20.4% YTD, the S&P 500 High Dividend Index (roughly speaking, the 80 highest-yielding stocks in the 500) sustained a loss of only -3.7%. The…
- Categories Equities
-
Other Tags
2022, 500 Dividend Aristocrats, 500 High Dividend, Craig Lazzara, diversification, Dividend, Dividend Aristocrats, dividend yield, dividends, efficient frontier, equities, Factor Performance, high dividend, index combinations, index performance, institutional investor, S&P 500, S&P 500 Dividend, S&P 500 Dividend Aristocrats, US FA
- Categories
- Equities
- Other Tags
- 2022, 500 Dividend Aristocrats, 500 High Dividend, Craig Lazzara, diversification, Dividend, Dividend Aristocrats, dividend yield, dividends, efficient frontier, equities, Factor Performance, high dividend, index combinations, index performance, institutional investor, S&P 500, S&P 500 Dividend, S&P 500 Dividend Aristocrats, US FA
Finding a Factor Fit
How can three decades of factor index performance history help investors make more informed decisions and measure the effectiveness of active managers? Join S&P DJI’s Craig Lazzara and Anu Ganti for a closer look at factor performance across a range of market environments. Learn more: https://www.spglobal.com/spdji/en/research/article/factor-indices-a-simple-compendium/
- Categories Factors
-
Other Tags
2022, Active, Active vs. Passive, alternate beta, alternative beta, Anu Ganti, beta, Core Factor PM, Core Factors, Craig Lazzara, Factor, high beta, Index Investment Strategy, low volatility, momentum, Passive, quality, risk management, Risk Premia, S&P 500 Factors, S&P Dow Jones Indices, SPIVA, U.S. Equities
- Categories
- Factors
- Other Tags
- 2022, Active, Active vs. Passive, alternate beta, alternative beta, Anu Ganti, beta, Core Factor PM, Core Factors, Craig Lazzara, Factor, high beta, Index Investment Strategy, low volatility, momentum, Passive, quality, risk management, Risk Premia, S&P 500 Factors, S&P Dow Jones Indices, SPIVA, U.S. Equities
S&P 500 Dividend Aristocrats: Defensive Attributes, Growing Dividends, and Competitive Yields
Driven primarily by the U.S. Federal Reserve’s plan to tighten monetary policy and curb inflation, and compounded by geopolitical tensions and earnings, the S&P 500® finished January down 5.26%. Market participants contemplating how to position themselves for the path ahead should not overlook dividend growth strategies such as the S&P 500 Dividend Aristocrats®. To be…
- Categories Factors
- Other Tags