Hugo Barrera
Senior Analyst, Product Management, S&P Dow Jones Indices
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Senior Analyst, Product Management, S&P Dow Jones Indices
Hugo Barrera is Senior Analyst, Product Management at S&P Dow Jones Indices (S&P DJI). His field focuses on alternate beta strategies, including factor-based indices and dividends, as well as quantitative strategies. In his role, Hugo works closely with the Sales, Marketing and Global Research & Design departments to bring new ideas to market.
Prior to his current role, Hugo was at MSCI for almost five years, where he worked on multiple sales-oriented projects across regions. While at MSCI, he worked closely with the Sales, Finance and Legal departments to finalize deals for asset managers.
Hugo holds a bachelor’s degree from the Universidad de Monterrey in accounting and finance. He also holds a master’s degree in investment banking and capital markets from the IÉSEG School of Management.
The S&P 500® Revenue-Weighted Index assigns company weights based on revenue rather than market capitalization. By anchoring weights to revenue, the index may help reduce concentration risk, limit weights in higher-valued stocks and increase representation of companies that generate more sales. In this blog, we review the index’s performance characteristics, valuation metrics and diversification profile….
While the market offers many dividend strategies, few incorporate dividend forecasts to provide a forward-looking assessment. The S&P 500® High Dividend Growth Index utilizes the industry-leading S&P Global Dividend Forecasting dataset to select constituents from the S&P 500 that are projected to have the highest dividend yield growth. This innovative index applies a unique methodology,…
S&P 500 Quality, Value & Momentum Multi-Factor Index Multi-factor strategies offer a comprehensive approach to index-based investing by combining diverse factors that exhibit low correlations across different market environments. By integrating these factors, multi-factor indices have historically shown lower volatility and better performance, while avoiding the need to time individual factors to align with specific…
Three years ago, S&P DJI launched the S&P Quality, Value, and Momentum Top 90% Multi-factor Indices (the S&P QVM Top 90% Indices) across the large-, mid- and small-cap U.S. equities segments. These indices have enriched our factor lineup, offering a differentiated approach that selects a high percentage of the universe, while excluding only the lowest-ranked…
Plagued by the novel coronavirus pandemic and election uncertainty, 2020 was a year that many are happy to forget. Nonetheless, the S&P 500® finished strong, up 12.15% for the fourth quarter and 18.40% for the year, driven largely by newly developed vaccines and aggressive economic stimulus measures. In the fourth quarter, yields on the U.S….