Research

Our advanced, pioneering research helps investors gain a deeper understanding of market trends and index innovations.

Date: Dec 4, 2024
Title: Navigating the Clean Energy Transition: Market Dynamics and Performance Insights
Theme:
Contributor: Abbie Zhang
Jason Ye
Date: Oct 31, 2024
Title: Celebrating 30 Years of the S&P SmallCap 600
Theme: Core
Contributor: Hamish Preston
Fei Wang
Sherifa Issifu
Date: Sep 25, 2024
Title: Bridging Value and Growth: Designing a GARP Strategy for Australia
Theme: Factors
Contributor: Jason Ye
Date: Sep 16, 2024
Title: The Liquidity Landscape: Trading Linked to S&P DJI Indices
Theme: Active vs. Passive
Core
Contributor: Tim Edwards
Anu R. Ganti
Sue Lee
Igor Zilberman
Date: Sep 6, 2024
Title: Charting New Frontiers: The S&P 500® ESG Index’s Outperformance of the S&P 500
Theme: Sustainability
Contributor: Maya Beyhan
Date: Aug 13, 2024
Title: A Systematic Approach for Identifying Companies with Economic Moats
Theme: Factors
Contributor: Rupert Watts
George Valantasis
Cesar Ruelas
Date: Jul 23, 2024
Title: Worth the Weight
Theme: Factors
Contributor: Tim Edwards
Anu R. Ganti
Hamish Preston
Date: Jul 9, 2024
Title: Natural Selection: Tactics and Strategy with Equity Sectors
Theme: Sectors
Contributor: Joseph Nelesen
Tim Edwards
Date: May 23, 2024
Title: ETFs in Insurance General Accounts - 2024
Theme:
Contributor: Kelsey Stokes
Anu R. Ganti
Date: Apr 1, 2024
Title: ETFs in Asset Owner Portfolios – Q1 2024
Theme:
Contributor: Marcus Friedman
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