Our geographic revenue exposure indices target Canadian or U.S. markets by capturing the performance of S&P/TSX 60 companies with revenues that center on these countries.
We analyze the benefits of REITs by comparing them with the Canadian equity and fixed income markets, as well as comparing REITs against high-dividend-paying sectors, such as utilities and telecommunication services, within the Canadian equity market.
Explore how an ETF strategist is using a range of index-based strategies to help clients unlock alpha through core, satellite, and sector rotation strategies.
Whether as part of strategic core equity allocation or as a complement to or replacement of a more traditional buy-and-hold stock or bond allocation, the managed risk 2.0 approach offers a useful tool to help market participants as they seek to achieve long-term return goals while effectively managing risk.
In recent years, sustainable investing has moved to the forefront of the global agenda.
We discuss the outperformance of the S&P SmallCap 600 versus the Russell 2000, the performance of the indices compared with active managers, and the case supporting the performance.
Publicly traded property stocks, including real estate investment trusts (REITs) and real estate operating companies (REOCs), allow investors to gain exposure to real estate, an illiquid asset class, without sacrificing the liquidity benefits of listed equities.
The recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) look set to drive an increase in reporting of quantified, forward-looking ESG data and analysis.
Known as Wall Street’s “fear gauge,” VIX is followed by a multitude of market participants; its levels and trends have become part of the common language of market commentary. This document serves as an introduction to, and summary of, “Reading VIX: Does VIX Predict Future Volatility?” bypassing some of the academic rigor of the original in order to be more accessible to the practitioner.
Science-based targets (SBTs) are environmental performance targets that are set to align business objectives with scientific evidence on the planet’s ability to tolerate environmental impacts.
Financial institutions are voicing their support and creating investment opportunities, companies are identifying business value and reporting their contributions, and a multitude of frameworks are emerging to fill the gap between ambition and attainment.
As the world becomes smaller and companies become larger, domicile becomes less important to sources of revenue.
In this paper, we will demonstrate that international small caps represent a meaningful portion of the global equity opportunity set, have historically generated strong absolute and risk-adjusted returns, have been less volatile than U.S. small caps, and have relatively low correlations to U.S. equities and other asset classes.
As more investors think about retirement and their long-term savings objectives, the importance of downside protection without limiting the opportunity for potential gains is on the rise.
In response to this increasing interest in and demand for clear carbon exposure information, S&P Dow Jones Indices now publishes carbon metrics for all standard equity indices as a matter of course.
The S&P Access China Enterprises Enhanced Value Index seeks to measure the performance of 100 Chinese companies with securities with attractive valuations that are eligible for the Stok Connect programs.
FA Talks is an interview series where industry thinkers share their thoughts and perspectives on a variety of market trends and themes impacting indexing.
EU policymakers should be bold in implementing the recommendations of the Task Force on Climate-related Financial Disclosure (TCFD) as this will drive the availability of relevant, comparable, and consistent data for investment decisions.
Although selecting ETFs can be challenging due the wide variety of products, they can be used as tactical and strategic tools for asset allocation.
What are dividend points and how are they tracked?
Investing in value stocks may be an easy concept to understand, but the actual methods used to capture value stocks is critical.
As emerging markets have grown in size and importance, emerging market equities have become a core part of many portfolio allocations.
A Dynamic Multi-Asset Strategy
Shariah-compliant investing has grown considerably in recent decades, as the Islamic investment community has demanded increasingly sophisticated investment solutions while, at the same time, adhering to the tenets of Islamic law
Leading companies are using internal carbon prices to gain insight into how globally diverse operations could be affected by taxes and emissions trading—and identify opportunities to capitalize on the low-carbon transition.