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.
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.
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?
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
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.
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.
Not only does the Dow Jones U.S. Dividend 100 Index seek to track stocks with consistent dividend payouts, but it also applies quality assurance for the sustainability of yields.
The S&P 500 and the TOPIX are widely regarded as primary performance indicators for the U.S. and Japanese equity markets; however, the indices vary significantly due to the different economic landscapes and financial market developments they reflect.
Natural resources as an asset class have appealed to investors for various reasons, the predominant of which are portfolio diversification and inflation protection.
The Dow Jones U.S. Select Short-Term REIT Index seeks to track REITs in sectors that typically have short-term lease durations, with the goal of creating a REIT index that is less sensitive to interest rate changes.
Tracking the Boomers... and Beyond
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.
Sustainable investing is one of the fastest-growing segments of the asset management industry.