Tag Archives: ETFs
Insurance Idiosyncrasies
The publication of the 10th annual report on exchange-traded fund (ETF) usage in U.S. insurance general accounts explores insurer ETF usage and its evolution over the past 20 years. At year-end 2024, 623 insurance companies collectively held USD 39.3 billion in ETFs. ETF AUM held by insurance companies in 2024 increased by over 14% compared…
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How Is Indexing Informing Income Seekers?
S&P DJI’s Jason Ye and Altere Financial’s Andy Sharp join Nadine Blayney at Ausbiz to discuss how some advisors are using indices to help inform income-seeking clients as they plan for the future.
- Categories Equities
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How Sector Neutrality Influences Risk/Return in S&P Dividend Aristocrats
What are the potential benefits of a sector neutral approach to S&P Dividend Aristocrats? S&P DJI’s Rupert Watts and State Street Global Advisors’ Colin Ireland explore the construction and range of potential applications for the S&P Sector-Neutral High Yield Dividend Aristocrats.
- Categories Equities
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diversification, high yield dividend growers, indexing, large-cap equities, mid-cap equities, quality dividend growers, Rupert Watts, S&P 1500, S&P 400, S&P 500, S&P 600, S&P Composite 1500, S&P Dividend Aristocrats, S&P Sector-Neutral High Yield Dividend Aristocrats, sector neutrality, sectors, small-cap equities, U.S. Equities
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- diversification, high yield dividend growers, indexing, large-cap equities, mid-cap equities, quality dividend growers, Rupert Watts, S&P 1500, S&P 400, S&P 500, S&P 600, S&P Composite 1500, S&P Dividend Aristocrats, S&P Sector-Neutral High Yield Dividend Aristocrats, sector neutrality, sectors, small-cap equities, U.S. Equities
Navigating Private Credit Liquidity Challenges with Indices
What’s driving insurance companies’ increased allocation to private credit? S&P Global Market Intelligence’s Lynn Bachstetter joins S&P DJI’s Frans Scheepers and State Street Global Advisors’ Bill Ahmuty to explore how indices like the iBoxx Liquid Leveraged Loan Index are helping insurers identify and navigate liquidity challenges in private credit markets.
- Categories Fixed Income
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Getting to Know the SPIVA After-Tax Scorecard
What do the SPIVA Scorecard results look like once you factor in taxes? Join S&P DJI’s Anu Ganti and Joseph Nelesen for a deep dive into key findings from the inaugural SPIVA After-Tax Scorecard.
- Categories Equities
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- Equities
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What Do Insurance Companies Need to Know About SPIVA?
How and when are insurers implementing index-based strategies as they seek liquidity, diversification, and risk mitigation? S&P DJI’s Raghu Ramachandran and Anu Ganti join BlackRock’s Andrew Masalin to discuss what’s driving passive outperformance and the use of ETFs by insurers through the lens of SPIVA.
- Categories Equities, Fixed Income
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Tracking the Sun with Indices
How can an index measure the companies driving the continued rise of solar power? Take a custom look at how indexing works for solar with S&P DJI’s Michael Mell and MAC Solar Index’s Richard Asplund.
- Categories Sustainability, Thematics
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Tracking Shariah Compliance with Indices
How are indices helping expand the range of Shariah-compliant tools for market participants? S&P DJI’s John Welling and Chimera Capital’s Sherif Salem join Dubai Financial Markets’ Eric Salomons for a look inside how S&P DJI’s Shariah-compliant and Sukuk indices are helping investors evaluate and access local, regional, and global markets while adhering to Islamic law…
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Measuring the Global Clean Energy Opportunity Set
Climate change, resource scarcity and the transition to a low-carbon economy are creating robust, long-term demand for global clean energy solutions. Look inside the S&P Global Clean Energy Index, an innovative index built on robust datasets that seeks to track pure, liquid and transparent exposure to clean energy.
- Categories Sustainability
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- Sustainability
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Exploring the Case for Global Diversification in the Middle East
What’s the role of global diversification in the Middle East? S&P DJI’s John Welling and Chimera Capital’s Sherif Salem join Dubai Financial Markets’ Eric Salomons for a closer look at the growing role of passive investing in the Middle East and how investors are using indices to inform allocations.
- Categories Equities
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- Equities
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