Videos

What Is in Your Smart Beta Portfolio? A Fundamental and Macroeconomic Analysis

DANIEL UNG
Director of Global Research & Design at S&P Dow Jones Indices
PRISCILLA LUK
Senior Director of Global Research & Design at S&P Dow Jones Indices

With smart beta becoming increasingly popular, a swath of strategies have been designed to provide access to a wide array of return-enhancing risk in the marketplace.

Commentary: Liquidity

DAVID M. BLITZER
Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices

David discusses factors affecting liquidity and the importance of market conditions and investors’ expectations as well as the characteristics of the securities.

OutDex™ to Outperform an Index: Incorporating the Best of Active and Passive Investment Strategies

BESSEMER INVESTMENT MANAGEMENT TEAM

Incorporating the best of active and passive investment strategies, the team propose an OutDex™ strategy that is designed to closely track market capitalization weighted indexes, while providing investors with factor based excess returns.

Active Exchange-Traded Funds: Are We There Yet?

A. SEDDIK MEZIANI
ETF Consultant, Speaker, and Professor of Finance at Montclair State University

Investors anxiously anticipated the debut of actively managed ETFs in 2008, expecting them to succeed as well as their counterparts in the mutual fund industry. In the end, the reality didn’t match the expectations.

Passive Options in DC Plans: Do Plan Participants Have Access to Indexing?

SRIKANT DASH
Managing Director at S&P Indices