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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 12 2017

TalkingPoints: Introducing the Dow Jones U.S. Select Short-Term REIT Index

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.

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.

Dec 29 2016

Understanding ESG Investing

Sustainable investing is one of the fastest-growing segments of the asset management industry.

Dec 29 2016

TalkingPoints: The Dow Jones Emerging Markets Consumer Titans 30 Index

Learn about tapping into the growth of the emerging market consumer with the Dow Jones Emerging Markets Consumer Titans 30 Index.

Dec 02 2016

TalkingPoints: The S&P New China Sectors Index

Take a look at how the S&P New China Sectors Index helps market participants see China’s changing economy in a novel way.

Oct 20 2016

What Does an Election Year Mean for the Market?

It’s An Election Year — What Does This Mean For The Market?

Oct 12 2016

Practice Essentials - Three Reasons To Consider Index Funds

Index-based investing involves choosing investment products that track or mirror a market or segments of a market, such as the S&P 500® and S&P/ASX 200.

Oct 05 2016

FA Talks: Innovation - The Engine for Business Growth

Shaun Wurzbach, Global Head of Financial Advisor Channel Management, S&P Dow Jones Indices (S&P DJI), chatted with Roger Scheffel and David Abrams of WST Capital Management about how innovation in the application of indices and exchange-traded funds (ETFs) led to a new and growing business division for Wilbanks, Smith & Thomas Asset Management.

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 07 2016

FA Talks: Three Perspectives on Financial Advisor Value

FA Talks is an interview series where industry thinkers share their thoughts and perspectives on a variety of market trends and themes impacting indexing.

Aug 04 2016

TalkingPoints: The S&P Pan Asia ex-JANZ Health Care 50

The S&P Pan Asia ex-JANZ Health Care 50 seeks to track the 50 largest companies in the health care sector from developed and emerging countries in the Asia-Pacific region, excluding Japan, Australia, and New Zealand (JANZ).

Jul 13 2016

FAQ: The Impact of Sector Changes on the GICS® Framework and Indices

Upcoming GICS sector changes have implications for both the new real estate and existing financials sectors.

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 11 2016

Exploring the Road to Inflation Protection When Energy Fails

The following analysis shows how real assets may provide inflation protection and affect portfolio diversification in different markets around the world, including Australia, Brazil, Canada, China, the Eurozone, Japan, Mexico and South Korea.

May 03 2016

Developing an Appropriate Benchmark Index for African Equity Funds

Although most investors have adopted a preferred benchmark or index to measure or track the performance of developed markets, there is less consensus on the benchmarks that should be used for emerging and frontier markets.

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.

Jan 18 2016

Let’s Get Real About Indexing Real Assets

The S&P Real Assets Index gives investors an innovative yet simple tool that may improve diversification and inflation protection while meeting the risk requirements of today.

Dec 01 2015

Real Estate: Bond-Like Income Meets Equity-Like Growth

Commercial real estate may be viewed in financial terms as a hybrid of the characteristics of bonds (the existing lease obligations) and equity (the right to release the property after the existing leases expire).

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 24 2015

Ratings Direct - How Climate-Related Indices Can Help Decarbonize Investment Portfolios

Here, Standard & Poor's interviews Julia Kochetygova, head of sustainability indices at S&P Dow Jones Indices, about creating indices for investors involved in green finance.

Oct 22 2015

Why Does the S&P 500® Matter to New Zealand?

Exchange-traded products based on the S&P 500 have been cross-listed in various markets across the globe, but what creates the international appetite for U.S. equities, especially the S&P 500?

Oct 09 2015

Practice Essentials - Mid Cap: A Sweet Spot for Performance

The distinct performance profile of the U.S. equity market’s mid-cap constituents has presented investors with an opportunity over much of the past two decades.

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.

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