Tag Archives: fa
Introducing the S&P Dividend Growers Indices
Dividends are an important part of the investment toolkit, contributing 36% to the total return of the S&P 500® since 1936.1 This sizable contribution has been particularly welcome during the multi-year low interest rate environment and, more recently, as the world has faced economic dislocations induced by COVID-19. In addition to dividend income, investors have…
Managing and Planning through Uncertain Times from an FA Perspective
In March 2021, we facilitated a discussion during S&P DJI’s virtual event with two financial advisors from Australia and Canada and an NZX representative who works closely with FAs in New Zealand. We asked them to reflect on the past year and how they pivoted with the onset of the Covid-19 pandemic. Andrew Neatt, TD…
Where Can Smart Beta Take You? Our FA Forum Is Coming to an Internet Near You
I am excited about our Miami Financial Advisor Forum, “Where Can Smart Beta Take You?” This educational event will occur at the Epic Hotel in Miami on Feb. 24, 2016. For the first time, we will livestream this financial advisor forum. We hope that by broadening access to this event, more of you will find…
- Categories Factors
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How Some Financial Advisors Embrace SPIVA®
When we began our Financial Advisor Channel initiative 5 years ago we had doubts about how some advisors would take to SPIVA. SPIVA is our index vs active research and stands for S&P Indices Versus Active. Published every six months, SPIVA compares S&P index benchmarks against all mutual funds of the same size and style…
- Categories Equities
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Don’t Lose Sight Of Sector Exposures Within Factor Indices
Broadly speaking, stocks within the same sector are often exposed to similar risk factors. Investors with large energy sector exposures have certainly been reminded of this over the last six months. This is precisely why segregating the U.S. equity universe by sector has been so appealing to investors over the years. Over the last 16…
- Categories Equities, S&P 500 & DJIA
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What is risk anyway?
Through some simplifying assumptions, modern portfolio theory equates risk with volatility. In many cases, it is a “good enough” approximation: higher volatility indicates a greater probability of larger realized losses. But it also indicates a greater probability of larger realized gains. Most investors, however, are risk averse, meaning they are willing to give up some…
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