Investments in private markets, such as private equity, debt and real estate, are typically valued on a quarterly basis and with a lag. This contrasts with the daily, mark-to-market valuations of funds investing in publicly listed assets.
This webinar replay features experts from Morningstar Indexes, PitchBook, and Stableton, a leading institutional investor in private markets, discussing the latest trends in secondary markets and addressing common questions about private market investing.
New research shows that most portfolios of active funds have tended to underperform comparable combinations of index strategies over the long term. Model portfolios give wealth managers an opportunity to capitalize on these findings. Join S&P DJI and industry leaders to find out how wealth managers can add value through…
What do duration, the yield curve and credit trends tell us about the evolving fixed income landscape? S&P DJI’s Anu Ganti and Ben Vörös explore the recent performance of S&P DJI’s iBoxx indices in Europe and highlight the latest innovations in the fixed income indexing toolkit.
Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations get ahead, it's a different story. Fundamentals can't just run faster or jump higher. So it's expectations that need to take a knock, dragging share…
Which sectors and factors have shown the strongest performance trends through recent market shifts? S&P DJI’s Ben Vörös joins Anu Ganti to explore the potential of indices to help market participants address concerns around concentration and unpack performance highlights from the first half of 2025.
Building an index for the world’s share markets sounds straightforward. But it involves a series of well-reasoned and subtle design steps, together with expert oversight from market professionals.
S&P DJI’s Sue Lee examines the importance of the S&P 500 in the global equity opportunity set. She highlights key diversification and sector composition differences between notable U.S. equity and Korean benchmarks, and the challenges faced by active managers in the U.S. and South Korea to outperform this iconic…
How are new index approaches to mega caps helping to address concentration concerns and increase sector diversification? S&P DJI’s Hamish Preston and DWS’s David Bianco take a closer look at the S&P 100 Ex-Top 20 Select Index to explore the role of the “next 80” in the global equity opportunity set.
In this episode of the FTSE Russell Index Ideas podcast, Andreas Schroeder, Head of Index Design (EMEA) at FTSE Russell, talks about the objectives and requirements of an EU Paris-aligned equity index.
Discover how FTSE Russell indices and green revenues data help investors access the fast-growing $8tn green economy and track performance in sustainable markets.
On September 17, 2025, the SEC approved generic listing standards for spot commodity- and digital asset-based exchange-traded products (ETPs) proposed by Cboe BZX, Nasdaq, and NYSE Arca.
What do duration, the yield curve and credit trends tell us about the evolving fixed income landscape? S&P DJI’s Anu Ganti and Ben Vörös explore the recent performance of S&P DJI’s iBoxx indices in Europe and highlight the latest innovations in the fixed income indexing toolkit.
In this episode of The Market Measure, S&P Dow Jones Indices explores whether the S&P 500’s positive performance in 2025 may signal it’s time to look at equities elsewhere.
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…
What’s the relevance of U.S. sectors globally in the current landscape? Join S&P DJI's Hamish Preston and State Street Investment Management’s Matt Bartolini as they explore the Select Sector Indices and how they are helping market participants evaluate and express sector views across evolving market conditions.
