Tag Archives: Canada FA
What’s beyond the Top 60 in Canada?
Canada’s investment landscape is often defined by the S&P/TSX 60, the benchmark that comprises the nation’s largest companies. These larger-cap companies—predominantly Financials and Energy firms—tend to lead headlines for portfolio allocations. Yet beneath the top tier of widely recognized names exists a dynamic segment that focuses on emerging leadership, innovation and diversification in Canada’s public…
- Categories Equities
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- Equities
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Canada’s Materials Sector Strikes Gold
Canadian equity markets have a reputation for their sector concentration and cyclical swings, often reflecting the country’s deep ties to commodities and resource-driven growth. Over the past decade, sector performance has rotated dramatically, with Energy, Materials and Information Technology each taking their turn at the top. This constant reshuffling has reinforced the importance of diversification,…
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What is SPIVA?
For over two decades, S&P Dow Jones Indices has measured the performance of actively managed funds against their index benchmarks across the world through the SPIVA Scorecards. Take a closer look at the fundamental principles that guide our SPIVA research and discover the insights these scorecards offer across asset classes, regions and market segments.
- Categories Equities, Fixed Income
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Beyond Borders: Highlighting Global Growth with Canadian Revenue Exposure Indices
In a globalized economy with tariff policies under the spotlight, understanding where companies generate their revenues has become increasingly important when it comes to asset allocation. The S&P/TSX Geographic Revenue Exposure Indices offer an innovative approach to measuring and tracking Canadian companies based on their revenue sources, whether primarily domestic or international. These indices provide…
- Categories Equities
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- Equities
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An Index Approach to Fossil Fuel Reserves Divestment: Spotlight on the New S&P/TSX Composite Fossil Fuel Reserves Free Index
S&P Dow Jones Indices (S&P DJI) has been calculating indices designed to exclude companies with fossil fuel reserves since December 2011, when the S&P Global 1200 Fossil Fuel Reserves Free Index was launched. This index, along with its sub-indices such as the S&P 500® Fossil Fuel Reserves Free Index, measure the performance of companies in…
- Categories Sustainability
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Profitability Matters in Canadian Small Caps
As the S&P/TSX SmallCap Select Index celebrates its fifth anniversary, it’s an opportune time to reflect on the index’s performance, construction and composition compared to the benchmark S&P/TSX SmallCap Index. With a five-year live track record, the select index has demonstrated its ability to measure the Canadian small-cap segment with higher total returns and lower…
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Did Stock Pickers Struggle? Can Bond Managers Boast? The Mid-Year SPIVA Results Are In!
After global equity and bond markets soared in 2023, this year began on somewhat rockier ground. Valuations were more stretched, dispersion was rising and roughly half of the world’s population was facing uncertain election results. Many concluded that, among other predictions, active management was set to shine in 2024. The performance of actively managed funds…
- Categories Equities, Fixed Income
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Equal Weight Indexing in Canadian Equities
The S&P 500 Equal Weight Index has exhibited notable long-term outperformance compared to the market-cap-weighted S&P 500—a phenomenon that has been researched over the years. Unlike the headline S&P 500, where larger companies exert a greater influence, the S&P 500 Equal Weight Index assigns the same weight to each of its constituents, regardless of their…
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Sector Neutrality – An Essential Mechanism within the S&P 500 ESG Index
The S&P 500® ESG Index seeks to provide a measurement of U.S. equities while incorporating ESG factors.1 The index maintains similar industry weights to the S&P 500 while enhancing the index’s sustainability characteristics. The Importance of Sector Neutrality within the S&P 500 ESG Index A common misconception is that ESG indices remove or underweight sectors…
- Categories Sustainability
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- Sustainability
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How Indexing Works for Model Portfolios
What’s the role of indices in constructing and evaluating model portfolios? S&P DJI’s Joseph Nelesen and BlackRock’s Elise Terry explore how indexing is changing the landscape for advisors and their clients and helping a range of market participants build and assess models across the asset class spectrum.
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