The Merits and Methods of Multi-Factor Investing

Is it wise to rely solely on the performance of one factor or, if not, what multi-factor approaches could be considered and how effective are they?

Using Core Sectors to Define and Manage Risk

Explore how a strategy using the 11 GICS® sectors of the S&P 500® is mitigating risk with options with S&P DJI’s Shaun Wurzbach and Swan Global Investment’s Randy Swan.

Five Below Set to Join S&P MidCap 400; ProPetro Holding to Join S&P SmallCap 600

NEW YORK, April 16, 2018: S&P SmallCap 600 constituent Five Below Inc. (NASD: FIVE) will replace DST Systems Inc. (NYSE: DST) in the S&P MidCap 400, and ProPetro Holding Corp. (NYSE: PUMP) will replace Five Below in the S&P SmallCap 600 effective prior to the open of trading on Thursday,…

A Bright Outlook for Dividend Aristocrats?

Sam Stovall of CFRA and Simeon Hyman of ProShares join S&P DJI’s Shaun Wurzbach to discuss what’s contributing to S&P Dividend Aristocrats® performance in the current climate.

Daily Global Index Dashboard

Technology Sector Momentum Cuts Both Ways

How is the technology sector influencing the broader market and how can S&P DJI sector data inform advisor strategies? CFRA’s Lindsey Bell joins S&P DJI’s Shaun Wurzbach and Anu Ganti to discuss dispersion, factor exposures, and fundamentals in the technology sector.

Using Sectors in a Top-Down Research-Driven World

How are advisors on the cutting edge using tactical sector tools? W.E. Donoghue and Company’s CIO John A. Forlines, III, sits down with S&P DJI’s Ed Ware to discuss the role of the GICS® sector framework in building tactical equity strategies.

U.S. Equities Market Attributes March 2018

The S&P 500® was down 2.69% in March, bringing the YTD return to -1.22%.

S&P Dow Jones Indices Reports U.S. Dividend Activity for Q1 2018

S&P Dow Jones Indices today announced that the indicated dividend net increases (increases less decreases) for U.S. domestic common stocks increased $18.8 billion during Q1 2018, up from the increases of $4.5 billion for Q4 2017 and $10.9 billion for Q1 2017.

Index Dashboard: U.S. Select Sector March 2018

Index Dashboard: U.S. Select Sector

Index Dashboard: S&P 500® Factor Indices Q1 2018

For our S&P 500-based factor indices, the first quarter of 2018 witnessed a continuation of the themes established in 2017: growth and momentum strategies outperformed the most, while rising short-term rates acted to diminish the relative appeal of dividend payers.

Index Dashboard: U.S. March 2018

The Slings and Arrows of Passive Fortune

We rebut the charges that active managers have leveled against indexing – specifically that index funds encourage collusive behavior, that they are poor stewards of their customers’ assets, that they contribute to market bubbles, and that they diminish market efficiency.

Institutional Talks: The Rise of Passive Strategies in Public Pensions

Marc Levine, Chairman of the Illinois State Board of Investment discusses the role of passive investing in public pensions, why ISBI switched to the S&P SmallCap 600, the importance of underlying benchmarks, factor premia, and more.

MSCI Set to Join S&P 500; Lumentum Holdings to Join S&P MidCap 400; C&J Energy Services to Join S&P SmallCap 600

NEW YORK, March 28, 2018: S&P MidCap 400 constituent MSCI Inc. (NYSE: MSCI) will replace CSRA Inc. (NYSE: CSRA) in the S&P 500, S&P SmallCap 600 constituent Lumentum Holdings Inc. (NASD: LITE) will replace MSCI in the S&P MidCap 400 and C&J Energy Services Inc. (NYSE: CJ) will replace Lumentum…

Combining Dividend Aristocrats and Factors

How does combining S&P Dividend Aristocrats® and factors influence risk/return? ProShares’ Simeon Hyman joins S&P DJI’s Shaun Wurzbach and Joe Kairen to discuss how advisors are implementing these combinations in core/satellite strategies and how the Factor Allocator™ tool is helping inform their decisions.

S&P U.S. Indices Methodology

Evercore Set to Join S&P MidCap 400; MGP Ingredients and Tabula Rasa HealthCare to Join S&P SmallCap 600

NEW YORK, March 21, 2018: S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600: • S&P SmallCap 600 constituent Evercore Inc. (NYSE: EVR) will replace Snyder’s-Lance Inc. (NASD: LNCE) in the S&P MidCap 400, and MGP Ingredients Inc. (NASD:MGPI) will replace…

S&P 500 Q4 2017 Buybacks Rose 6.0% to $137.0 Billion; Full-Year 2017 Fell 3.2% to $519.4 Billion

S&P Dow Jones Indices (“S&P DJI”) today announced preliminary results indicating that S&P 500® stock buybacks, or share repurchases, totaled $137.0 billion for Q4 2017.

Rotating Sectors to Unlock Cyclical Alpha

How can advisors use sectors to navigate market cycles? W.E. Donoghue and Company’s CIO John A. Forlines, III, sits down with S&P DJI’s Jodie Gunzberg and Ed Ware to discuss the potential role of sector rotation and sector allocations in addressing market risks.

SPIVA® U.S. Year-End 2017

The Impact of the Global Economy on the S&P 500®

We examine the geographic revenue distribution of the S&P 500 and see what, if any, impact foreign economies and geographically driven market events may have on overall index performance.

Take-Two Interactive Software, SVB Financial and Nektar Therapeutics Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600

S&P Dow Jones Indices will make the following index adjustments to the S&P 500, S&P MidCap 400 and S&P SmallCap 600 to ensure each index more appropriately represents its market capitalization range. The changes will be effective prior to the open on Monday, March 19 to coincide with the March…

A Tactical Approach to the Efficient Frontier

How are advisors blending strategic portfolios with index-based tools to protect in uncertain markets? Premise Capital’s Jake Hutchinson joins S&P DJI’s Brent Kopp to discuss a strategic approach to risk management.

FormFactor Set to Join S&P SmallCap 600

FormFactor Inc. (NASD: FORM) will replace Calgon Carbon Corp. (NYSE:CCC) in the S&P SmallCap 600 effective prior to the open of trading on Monday, March 12. Kuraray Co. is acquiring Calgon Carbon in a transaction expected to be completed on or about March 9 pending final conditions.

Global Application of S&P 500® Sectors

Dive into a broad examination of potential applications for sector indices as analytical tools and portfolio building blocks.

Index Dashboard: U.S. Select Sector February 2018

Index Dashboard: U.S. Select Sector

Dividend Strategy With Quality Yields— The Dow Jones U.S. Dividend 100 Index

Dividend-paying stocks have been in focus in recent years, as many income seekers have turned away from low-yielding fixed income instruments and are looking to equity markets for an attractive level of income.