S&P Dow Jones Indices

Why Facebook Was Dropped From The S&P 500 ESG Index

Tuesday, June 11, 2019 8:23 PM EDT

When the S&P 500 ESG (Environmental, Social, and Governance) Index underwent its annual rebalance after markets closed on April 30, 2019, several notable companies were removed.

In this article: FB

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Four Decades Of The Low Volatility Factor

Tuesday, June 11, 2019 11:00 AM EDT

Many financial theories are based on the idea that riskier investments should offer higher returns.

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How Does Factor-Based Investing Work In The China A Market?

Thursday, June 6, 2019 10:46 PM EDT

While the long-term risk premia of factors have been evidenced in developed equity markets, some believe the inefficiencies in emerging markets could create better opportunities for factor-based investing.

In this article: FXI, YANG, KBA

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Gearing Up For Auto Tariffs? Revenue Exposure Might Be Useful

Thursday, June 6, 2019 12:00 PM EDT

The perceived prospect of tariff contagion weighed on Japanese and German equities last month – the S&P Japan BMI (-6.5%) and the S&P Germany BMI (-5.6%) both fell in local currency terms.

In this article: CARZ

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Are Active Funds Better At Managing Risks? Not Really

Wednesday, June 5, 2019 11:00 AM EDT

In investing, risk and return are two sides of the same coin; the expected returns of an asset must be accompanied by variation or uncertainty around the outcome of those returns.

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ESG Factors Are Built On Peter Drucker’s Philosophy

Wednesday, June 5, 2019 12:31 AM EDT

Ever wonder where environmental, social, and governance (ESG) factors—now used in more than 25% of all assets under management—come from?

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