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Benchmark performance: the real passive winners

Passive funds have built momentum on the win-win premise of low-cost market benchmarked products but a new study confirms the undoubted winners of the seemingly unstoppable trend: indexers.
David Chaplin | 25th May 2022 | More
S&P uncovers ‘index effect’ disappearing act

Investors looking to arbitrage index ins-and-outs would have seen shrinking rewards for their efforts over the last 25 years based on the findings of a new S&P Dow Jones Indices (S&PDJI) paper. The S&P study found a “structural decline” in the so-called ‘index effect’ where share prices bounce up on entering key market benchmarks and…
David Chaplin | 1st Oct 2021 | More
Benchmark blip reboots index debate

Index operators could face tighter regulatory controls in the US after a major provider copped a multi-million dollar fine last week. In a settlement announced last Monday (May 17), the Securities and Exchange Commission (SEC) fined S&P Dow Jones Indices (S&P DJI) US$9 million (A$11.6 million), alleging a hidden feature in one of the firm’s…
David Chaplin | 21st May 2021 | More