What’s powering the latest innovations in thematics? S&P DJI’s Head of Thematic Indices Ari Rajendra and Invesco’s Head of EMEA ETF Equity Product Management Chris Mellor discuss the rise of thematic investing and how AI and NLP technologies are sharpening the tools tracking transformative trends.

How are index innovations helping market participants address volatility and uncertainty? S&P DJI’s Anu Ganti and Calamos Investments’ Matt Kaufman discuss index-based approaches to defined outcomes.

What trends are the latest thematic indices tracking and what’s powering these innovative tools? S&P Dow Jones Indices’ Ari Rajendra and Vidushan Ragukaran discuss how S&P DJI is leveraging AI, machine learning and NLP to innovate and track dynamic industries and emerging trends.

Meet The Market Measure – a new video series providing fresh perspectives on markets through the lens of indices. Each month, get access to insights across geographies, asset classes and investment strategies.

In this piece we explore the core considerations of factor investing and how quantitative and dynamic multi-factor frameworks can help investors navigate changing market environments.

How did S&P DJI’s indices perform in Q1? Why is Low Volatility attracting interest, and what else is navigating the trade trends successfully?

How are multi-asset indices with built-in adaptability and risk mitigation helping market participants? Meet the S&P Global Diversified 7.5% Index, a multi-asset index designed for today’s markets.

In this new episode of Quant Street, Robeco Portfolio Manager Vania Sulman explains how the tracking error of an Active Quant approach is managed over the long term, and explains the process of overweights and underweights versus the benchmark. She also talks about how Active Quant differs from an enhanced-indexing approach…

Explore highlights from the latest SPIVA U.S. Scorecard and the defensive factors standing up to challenging markets in this episode of The Market Measure.

How did S&P DJI’s indices perform in Q1? Why is low volatility attracting interest, and what else is navigating the trade trends successfully?

BNP Paribas AM's Head of ETF Research Daniel Dornel discusses recent trends in investing through exchange-traded funds. This includes investors moving from ETFs with very selective ESG criteria to less selective ones, to limit return deviations from the market index.

Recent stock market movements have focused attention on the risks of over allocating to an equity index dominated a small group of companies in the same sector. This is currently the case with the preponderance of 10 (tech) behemoths in the U.S. S&P500.

The Market Measure—a new video series by S&P Dow Jones Indices—explores the dynamics that drove performance trends around the world in 2024, as well as the potential implications of all-time highs for market participants.

A static approach to multi-asset index construction may be slow to react to changing markets. Discover how the S&P 500 Market Agility 10 TCA Index dynamically manages its allocations to stocks and bonds to respond rapidly to market movements and yield curve trends.

Whether it’s growth vs. value, large vs. small, or Information Technology vs. the Utilities sector, there’s no shortage of opinions on where alpha can be uncovered.

Is it possible to track opportunity with an index? Find out as S&P DJI’s Tim Edwards and Cboe’s Mandy Xu discuss the design of and practical applications for the Cboe S&P 500 Dispersion Index.

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.

In this presentation, Mike Green, Portfolio Manager and Chief Strategist at Simplify, discussed how passive investing has: increased correlations between securities,increased valuations regardless of fundamentals, reduced market elasticity raising the risks of extraordinary price movements, increased market concentration,…

How are financial advisors putting SPIVA data to work to help clients achieve their goals? S&P DJI’s Sue Lee joins Thriving Wealth’s John Cachia to dive into the most recent SPIVA Australia Scorecard and its practical applications for market participants.

Marco Sammon joins Ben and Dan to unpack his latest paper, ‘Index Rebalancing and Stock Market Composition’, beginning with how Marco’s work (co-written by John Shim) compares to the Nobel Prize-winner Bill Sharpe’s paper, ‘Arithmetic of Active Management.’ We investigate the missing links in Sharpe’s logic before defining “…