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hugo_barrera

Hugo Barrera

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.
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Dec 22, 2025

A Fundamental Approach to Weighting Stocks: The S&P 500 Revenue-Weighted Index

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….

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Mar 5, 2025

Strong since Launch: The S&P 500 High Dividend Growth Index

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,…

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Nov 12, 2024

A Review of the Recent Strong Performance of the S&P 500 Quality, Value & Momentum Multi-Factor Index

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…

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Sep 6, 2024

Three-Year Live Performance Review of the S&P QVM Top 90% Indices

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…

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Feb 4, 2021

S&P Risk Parity Indices Significantly Outperform the Manager Composite in 2020

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….

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