Tag Archives: S&P/ASX 300
Opening the Curtains on S&P/ASX Index Rebalances
For over 25 years, S&P Dow Jones Indices announced only which companies were added or removed from the S&P/ASX index hierarchy, without any further information. The March 2026 launch of the S&P/ASX Stock Selection Data Product allows market participants and index users to examine the underlying factors of the rebalances for these indices for the…
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Upcoming Enhancements to Modernize the S&P/ASX Index Series
Since the launch of the S&P/ASX Index Series, the Australian capital market has evolved considerably. Instead of calling or faxing a stockbroker, market participants today can instantly trade stocks, ETFs, options and futures contracts with much shorter settlement times by tapping a screen in the palm of their hand. As financial markets develop, index methodologies…
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A Window on S&P/ASX Index Liquidity
Over the years, the accumulation of assets and trading volumes across index-linked products such as futures, options and exchange-traded funds (ETFs) has led to a trading ecosystem associated with major market indices. Index arbitrageurs and market makers trade different products tracking the same index, keeping their prices sufficiently close to the underlying index. Other market…
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Exploring Dividends Down Under
What’s driving demand for index-based access to dividends in Australia? S&P DJI’s Jason Ye surveys the dividend landscape in the Australian market and examines how market participants are using indices in the search for yield.
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Ausbiz, Australia, Australia FA, buy-write, covered call, Dividend, dividend income, dividend opportunities, dividends, factors, factors and dividends, high dividend, income strategies, Jason Ye, options, S&P/ASX 200, S&P/ASX 200 High Dividend Index, S&P/ASX Sustainability Screened Dividend Opportunities Index, yield
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- Ausbiz, Australia, Australia FA, buy-write, covered call, Dividend, dividend income, dividend opportunities, dividends, factors, factors and dividends, high dividend, income strategies, Jason Ye, options, S&P/ASX 200, S&P/ASX 200 High Dividend Index, S&P/ASX Sustainability Screened Dividend Opportunities Index, yield
Minor Impact to Headline S&P/ASX Indices from GICS Changes
Revisions to the Global Industry Classification Standard (GICS®) structure were implemented at the March S&P/ASX rebalance. The changes affect the GICS structure at all levels and involve a number of intra- and inter-sector changes for companies within the S&P/ASX 200 and S&P/ASX 300. Inter-sector changes are the reclassification of constituents to a different sector under…
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First Islamic Indices Based on S&P/ASX Series Launched
S&P DJI is launching its first S&P/ASX Shariah Indices, which aim to track the performance of Shariah-compliant stocks in the S&P/ASX 200 and the S&P/ASX 300. This launch comes in the context of increased interest in the Muslim community for Shariah investing in Australia. The Muslim community in Australia accounts for 3.2% of the population,…
Changes to the S&P/ASX 300 Shareholder Yield Index Explained
The S&P/ASX 300 Shareholder Yield Index consists of the 40 stocks from the S&P/ASX 300 with the highest shareholder yield, which is a combination of dividend yield and buyback yield. In order to achieve sustainable performance, the eligible stocks are screened for liquidity, free cash flow, and dividend growth. After consultations with market participants, S&P…
How Australian Dividend Investors Could Benefit from the Core-Satellite Approach
The core-satellite approach splits a portfolio into two parts: the main part, called the core, and a much smaller portion, called the satellite. The core generally consists of “boring” but steady long-term performance (often index funds tracking market portfolios), while the satellite can be anything that could complement the core with risk diversification, outperformance potential,…