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Tag Archives: S&P Total Market Index

Dec 5, 2022

Diversification Beyond Borders

Academic theorists often assert the decision of where to invest as more important than the decision of what to invest in. Studies suggest that up to 90% of investment returns are attributable to location. Regional equity indices represent different combinations of geographic and sector exposure. These differences can potentially improve the diversification benefits available when…

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Oct 6, 2020

Is the S&P 500 Doing Its Job?

On Sept. 4, 2020, S&P DJI’s U.S. Index Committee announced that Etsy, Teradyne, and Catalent were being added to the S&P 500®, replacing H&R Block, Coty, and Kohl’s. The changes attracted significant market attention and sparked a discussion around the names being added to the index, as well as those that were not. These updates…

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