Content provided by S&P Dow Jones Indices In the mid-year 2017 S&P Indices Versus Active (SPIVA®) Australia Scorecard (available here), the majority of Australian funds underperformed their respective benchmarks across most categories, similar to previous scorecards. More than 80% of Australian Mid- and Small-Cap funds underperformed the S&P/ASX Mid-Small over the past 12 months. In…
July 5, 2017
Index Literacy – Who’s Behind the Index? (Chapter 2)
Content provided by S&P Dow Jones Indices An index provider is a specialized firm that is dedicated to creating and calculating market indices and licensing its intellectual capital as the basis of passive products. Click here to download the full article. This series explores indices-related topics ranging from the basics of indices and their applications…
March 22, 2017
Index Literacy – An Investor’s Guide to Indices (Chapter 1)
Content provided by S&P Dow Jones Indices Whether you’re looking to track a market’s performance, evaluate your portfolio, or invest in index-linked investment products, indices are indispensable financial tools. Click here to download the full article. This series will explore 101-level topics ranging from the basics of indices and their applications to the core concepts…
Index Literacy – Index Access Via Products (Chapter 3)
Content provided by S&P Dow Jones Index-linked investment products make passive investing possible as they come in many shapes and forms. Click here to download the full article. This series explores indices-related topics ranging from the basics of indices and their applications to the core concepts of passive investing, and will feature the following chapters;…
Indexing 101: Three Reasons to Consider Index Funds
Content provided by S&P Dow Jones Indices Written by Priscilla Luk, Senior Director, Global Research & Design, S+P Global Index-based investing involves choosing investment products that track or mirror a market or segments of a market, such as the S&P/ASX 200. The goal of investing with an index-linked product is to achieve the same return…