As the world becomes smaller and companies become larger, domicile becomes less important to sources of revenue.
In this paper, we will demonstrate that international small caps represent a meaningful portion of the global equity opportunity set, have historically generated strong absolute and risk-adjusted returns, have been less volatile than U.S. small caps, and have relatively low correlations to U.S. equities and other asset classes.
The S&P Systematic Global Macro Index (S&P SGMI) is designed to offer a low-cost, liquid, and transparent solution by spreading risk evenly across the global futures markets with a long/short trend following rule to deliver results with little correlation to traditional markets.
As more investors think about retirement and their long-term savings objectives, the importance of downside protection without limiting the opportunity for potential gains is on the rise.
In response to this increasing interest in and demand for clear carbon exposure information, S&P Dow Jones Indices now publishes carbon metrics for all standard equity indices as a matter of course.
The S&P Access China Enterprises Enhanced Value Index seeks to measure the performance of 100 Chinese companies with securities with attractive valuations that are eligible for the Stok Connect programs.
FA Talks is an interview series where industry thinkers share their thoughts and perspectives on a variety of market trends and themes impacting indexing.
EU policymakers should be bold in implementing the recommendations of the Task Force on Climate-related Financial Disclosure (TCFD) as this will drive the availability of relevant, comparable, and consistent data for investment decisions.
How do real asset combinations contribute to inflation protection, diversification, and volatility reduction?
Although selecting ETFs can be challenging due the wide variety of products, they can be used as tactical and strategic tools for asset allocation.
What are dividend points and how are they tracked?
As an investable concept, momentum is straightforward—purchase (avoid) stocks that have performed relatively well (poorly) recently.
Investing in value stocks may be an easy concept to understand, but the actual methods used to capture value stocks is critical.
As emerging markets have grown in size and importance, emerging market equities have become a core part of many portfolio allocations.
A Dynamic Multi-Asset Strategy
In an effort to expand transparency and liquidity by measuring local markets, S&P Dow Jones Indices is partnering with B3 (formerly BM&FBOVESPA), the Brazilian exchange, to offer the Dow Jones/BM&F Commodity Index.
The S&P 500 Dividend Aristocrats Bond Select 30 Index is composed of up to 30 bonds issued by unique “Aristocrat” dividend issuers of the S&P 500 Dividend Aristocrats, based on a set of eligibility criteria.
Shariah-compliant investing has grown considerably in recent decades, as the Islamic investment community has demanded increasingly sophisticated investment solutions while, at the same time, adhering to the tenets of Islamic law
Leading companies are using internal carbon prices to gain insight into how globally diverse operations could be affected by taxes and emissions trading—and identify opportunities to capitalize on the low-carbon transition.
The S&P Managed Risk Indices provide a way for investors to gain exposure to a particular equity market while controlling the level of risk using a two-step risk management overlay.
Environmental risks, from regulatory costs and reputational damage to raw material shortages and supply disruption, are affecting all functions of the corporate value chain. Leading companies are increasingly taking a holistic view to identify a broader spectrum of low-carbon, resource-efficient business opportunities.
Whether as part of strategic core equity allocation or as a complement to or replacement of a more traditional buy-and-hold stock or bond allocation, the managed risk 2.0 approach offers a useful tool to help market participants as they seek to achieve long-term return goals while effectively managing risk.
The S&P 500 is a renowned benchmark for large-cap U.S. equities. The index is designed to measure 500 leading companies and captures approximately 80% coverage of investable market capitalization in the U.S. equity market.
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.
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.