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S&P reclassifies Greece, Qatar and UAE as emerging markets
trueS&P Dow Jones Indices is reclassifying Greece, Qatar and United Arab Emirates as emerging markets as part of its annual reclassification on Sept. 22.
Move to passive likely to build still more steam
trueActive money managers could become victims of their own success at identifying mispriced securities.
Smart beta might not live up to its promises
trueSmart beta strategies can fail to live up to their promised outcomes in performance, diversification and stability, according to some in the investment management industry, challenging perceptions to an increasingly popular alternative to passive market-capitalization-weighted indexes.
Market gains, big demand for indexing fuel 24% asset increase
trueWorldwide internally managed index assets rose to $8.97 trillion in the year ended June 30, a $1.74 trillion increase, according to Pensions & Investments' annual survey of managers of indexed assets.
Shift to passive may not signal prospects for alpha
trueThe dearth of alpha on tap today — the result of a critical mass of smart, motivated people dedicating their lives to stock picking — should persist even if a wave of passive investing were to sweep a healthy chunk of those people out to sea, two experts say.
Special report on Indexing: 2014
trueBlackRock keeps lead; Vanguard's 33% hike moves it past SSgA into 2nd place.
S&P: 60% of U.S., 75% of international active equity mutual funds fail to outperform benchmarks for year
trueData released by S&P Dow Jones Indices on Monday showed 60.2% of U.S. domestic equity mutual funds failed to outperform their benchmark for the year ended June 30. The number jumps even higher over longer time periods, with 85.9% and 73.6% of domestic funds trailing their benchmarks over three- and ...
S&P Dow Jones Indices stands pat on Russian stocks
trueS&P Dow Jones Indices will not remove any Russian stocks from its indexes at this time as a result of recent sanctions on some Russian securities imposed by the Department of Treasury’s Office of Foreign Assets Control, said David Blitzer, managing director and chairman of the index committee.
Barclays index unit said to draw offers from Nasdaq, Bloomberg, CME Group
trueBarclays PLC's index business drew offers from Nasdaq OMX Group, Bloomberg and CME Group, people with knowledge of the matter said.
Russell caps index holdings of 2 Russian companies
trueRussell Investments placed restrictions on two of the four Russian companies that are in Russell indexes and that are sanctioned by the Treasury Department's Office of Foreign Assets Control and the European Union.
Stock buyback index more than doubling dividend index so far in 2014
trueThe S&P 500 Buyback index -- which tracks 100 companies with the highest buyback ratio -- has more than doubled returns of the S&P 500 Dividends Aristocrats index so far in 2014. The Dividends Aristocrats index ranks stocks based on consistency of increasing dividends over a 25-year period.
Sanctions against Russia may lead to index changes
trueIndex funds might have to divest Russian securities under new sanctions.
Factor indexes are redefining alpha, MSCI exec maintains
trueEquity strategies that provide systematic exposure to factors such as value, size and momentum are helping redefine “alpha” in a way that will raise the bar for managers commanding active fees, contends a senior executive with MSCI Inc.
S&P Dow Jones seeks advice on Russian sanction-related indexes
trueS&P Dow Jones Indices on Thursday reached out to all managers licensing its indexes to discuss the implications of sanctions on some Russian securities, imposed earlier in the month.
Orange County mulls decision between active smidcap search or switch to passive
trueOrange County Employees Retirement System's investment committee is scheduled to decide whether to launch a search for an active domestic smidcap value equity manager or switch to a passive strategy, the agenda for the July 30 meeting shows.