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Feb 14 2017

Practice Essentials - Low Volatility Indexing in Canada

The low volatility anomaly.

Feb 10 2017

Looking at Natural Resources Through an Equity Lens

Natural resources as an asset class have appealed to investors for various reasons, the predominant of which are portfolio diversification and inflation protection.

Jan 20 2017

Quality: A Practitioner’s Guide

Quality is often considered an alternative to growth investing, focusing on companies that exhibit signs of above-average growth, even if those companies may be more expensive than some of their counterparts.

Jan 20 2017

Momentum: A Practitioner’s Guide

As an investable concept, momentum is straightforward—purchase (avoid) stocks that have performed relatively well (poorly) recently.

Jan 11 2017

S&P U.S. Retiree Spending Index Brochure

Tracking the Boomers... and Beyond

Dec 29 2016

Is Smart Beta Possible in Africa?

Alternatively weighted—or smart beta—strategies are among the fastest-growing and hottest investment topics. They range from the basic concepts of equal-weighted indices to dividend-yield-weighted strategies and the more exciting multi-factor indices we are seeing today.

Sep 26 2016

Blending Factors in Your Smart Beta Portfolio

Holding a combination of smart beta strategies in a blended portfolio could potentially provide a powerful source of diversification and more stable excess return outcomes.

Sep 16 2016

Practice Essentials: S&P GIVI Developed

The S&P GIVI® (Global Intrinsic Value Index) is a rules-based index series that is designed to deliver both low volatility and performance, weighted by intrinsic value rather than by traditional market capitalization. The indices are designed to provide those factor tilts while maintaining benchmark-like characteristics (low overall tracking error and similar region, country, and sector bets as the benchmark), along with high capacity.

Sep 13 2016

TalkingPoints: S&P Leverage and Inverse Indices

Read more about the S&P Leverage and Inverse Indices and how they can be a useful benchmark for leverage and inverse products.

Jun 22 2016

Practice Essentials - S&P GIVI Indices

The S&P GIVI Indices are constructed to provide exposure to the low beta and value factors while maintaining benchmark like characteristics without optimization.

May 24 2016

Practice Essentials: Measuring Volatility in Australia

Launched in March 2013, the real-time S&P/ASX 200 VIX® is designed to measure the expected 30-day volatility in the Australian benchmark equity index, the S&P/ASX 200.

May 18 2016

Understanding the S&P Managed Risk Indices

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.

Apr 28 2016

Practice Essentials - Gold-Hedged Strategies: An Introduction

The power of gold has been demonstrated repeatedly in equity market crises going back to the Great Depression. At times of extreme pessimism, gold has tended to be buoyant and equities depressed; at times of extreme confidence, gold has tended to be depressed and equities buoyant.

Apr 06 2016

Talking Points: The S&P 500® Low Volatility Target Beta Index

The S&P 500 Low Volatility Target Beta Index seeks to measure the performance of low-volatility stocks within the S&P 500, while maintaining the S&P 500’s level of overall market risk.

Dec 01 2015

Mechanics of Currency Hedged Indices

Hedging aims to ensure that the investor will receive USD 100,000 at the end of her holding period, regardless of exchange rate fluctuations. However, it could result in forfeiting gains.

Nov 10 2015

The Importance of Dividends

The percentage of dividends as a part of personal income has steadily increased over time, making dividends an important source of income.

Oct 15 2015

Understanding the S&P 500® Daily Risk Control (RC) 2 Indices

S&P Risk Control 2 Indices represent the next generation of risk control indices. These indices replace the cash portion of the investment that is seen in the standard risk control strategy with a liquid bond index.

Oct 01 2015

Considering Capex Efficiency

In the world of textbook corporate finance, there are three options that companies can undertake to dispense excess cash. Firms can: (1) invest in capital expenditures, (2) make an acquisition, or (3) return cash to shareholders by increasing dividends or buying back stock, or they can do any combination of the three.

May 28 2015

Practice Essentials - Dispersion in Canada

The concept of December 2013 dispersion provides a rigorous way of measuring the gap between the “best” and “worst” performers in a market over a defined period of time.

Jun 30 2014

Practice Essentials - Using a Low-Volatility Approach to Temper Emerging Market Risk

The S&P BMI Emerging Market Low Volatility Index has outperformed its underlying benchmark and the MSCI Emerging Market Index over the past 10 years, while reducing annualized risk.

May 06 2014

Practice Essentials: Limiting Risk Without Limiting Equity Exposure

Market volatility can be a powerful enemy of long-term performance. Traditional indexing generally allows investors to diversify individual company risk and still enjoy exposure to 100% of the market return.

Jan 04 2013

Practice Essentials Canada: The Role of Dividends in Income Portfolios

Dividends have been in existence since the 16th century, when sailing ship captains in Holland and Britain began selling the payoffs of financially motivated voyages to investors.

Oct 22 2012

Practice Essentials - S&P 500® Low Volatility Index: Low and Slow Could Win the Race

The S&P 500 Low Volatility Index addresses the need for an easily comprehendible and transparent benchmark for managed volatility equity strategies.

Nov 18 2011

Index Innovation in the Insurance Space

Alan Grissom Answers Questions on Insurance

Oct 28 2010

Practice Essentials - Active Management Myths

A debunking of widely accepted beliefs regarding the perceived superiority of actively managed mutual funds using the S&P Indices SPIVA® Scorecard.

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