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dasha_selivanova

Dasha Selivanova

Former Quantitative ESG Analyst, Index Investment Strategy, S&P Dow Jones Indices

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Jun 27, 2025

Measure Twice, Cut Once

U.S. large-cap growth has been outperforming this quarter, thanks in part to unusually strong contributions from a few single-stock winners. With higher dispersion among performance, market participants might conclude that it’s a good time to pick stocks or appoint a fund manager to do it for them. However, while the rewards for picking winners may…

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Feb 26, 2025

Mom’s Recipe: Sectors, Stocks and Size

The S&P 500® Momentum Index has been one of the best-performing of all the S&P 500 Factor Indices in the past few years. A closer inspection of the drivers of performance identifies constituent selection as paramount, highlighting the importance of dynamically retreating from the largest of the mega caps in periods when smaller names took…

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Jul 17, 2024

The Ethics of Artificial Intelligence

The ever-evolving artificial intelligence (AI) landscape has generated excitement, interest and investment; it has also triggered important questions regarding AI’s impact on businesses, on investment portfolios, on society and on the environment. When factoring in elements such as the high energy requirements of training large language models (LLMs), direct and indirect emissions and the diversity…

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