Research - Mar 4, 2019Sector Effects in the S&P 500®: The Role of Sectors in Risk, Pricing, and Active Returns
In this paper, we examine how the importance of sectors in equities may be assessed over time, in both absolute and relative terms, with a particular focus on the sectors and constituents of the S&P 500.
Investment ThemeSector Select
Each Select Sector™ is a highly-liquid index designed to track a major economic sector.
Research - Sep 3, 2020Sector Effects During Elections
What effect do U.S. elections have on different segments of the market?
BrochureBeyond Your Typical Sector Strategy: The S&P 500® Sector Rotator Index Brochure
Beyond Your Typical Sector Strategy: The S&P 500® Sector Rotator Index Brochure
Blog - Nov 19, 2024Sector Neutrality – An Essential Mechanism within the S&P 500 ESG Leaders Index
The S&P 500® ESG Leaders Index seeks to provide a measurement of U.S. equities while incorporating ESG (Environment, Social, and Governance) factors.1 The index maintains similar industry weights to the S&P 500 while implementing stricter ESG eligibility criteria. A common misconception is that all ESG indices remove or underweight sectors deemed environmentally damaging, such as…
Research - Oct 11, 2023High Yield and Growing Dividends without Sector Bias: The S&P Sector-Neutral High Yield Dividend Aristocrats
Discover an index that aims to strike a balance between dividend growth and attractive yield, while seeking to mirror the sector weights of its benchmark.
Investment ThemeSectors
Our sector indices are always evolving and serve as precise measures of the market segments that drive and respond to market dynamics around the world.
Investment ThemeSelect Sector
Each Select Sector™ is a highly-liquid index designed to track a major economic sector.
EducationUnderstanding REIT Sectors
Dive into equity REIT sectors and learn which types are more sensitive to different phases of the market cycle.
Index TV - May 17, 2023Combining Sectors and Sustainability
What happens to index performance and diversification when sectors and sustainability are combined? S&P DJI’s Stephanie Rowton and Invesco’s Chris Mellor discuss how new index-based tools are helping market participants track a diverse mix of companies with strong sustainability credentials.
WebinarDiscovering Election-Driven Sector Opportunities
History suggests that sectors have a greater potential to over- and underperform during U.S. presidential election years, but finding the right sector candidates to endorse can be challenging.
EducationApplying Sustainability to Sector Indices
Explore why sector-based investing has become such a valuable tool for investors and how sustainability elements can be built into sector indices using consistent, materiality-based methodologies.
EducationGlobal Sector Primer Series: Financials
Dig into Financials, the second-largest GICS sector in the S&P Global 1200.
Index TV - Nov 20, 2023A Tactical Look at Sectors
How are advisors using sector data to understand market trends and inform investment decisions? S&P DJI's Anu Ganti joins Fairlead Strategies' Katie Stockton to discuss practical applications for sector indices.
BrochureSide-by-Side Sectors & Industries
Side-by-Side Sectors: A Reference Guide
EducationGlobal Sector Primer Series: Health Care
The Global Industry Classification Standard® (GICS®) assigns companies to a single classification at the sub-industry level according to their principal business activity using quantitative and qualitative factors, including revenues, earnings, and market perception. The sub-industry is the most specific level of the four-tiered, hierarchical industry classification system that includes 11 sectors, 24 industry groups, 69 industries, and 158 sub-industries.
EducationGlobal Sector Primer Series: Information Technology
Take a deep dive into the most heavily weighted of the 11 GICS sectors in the S&P Global 1200, the Information Technology sector.
Index TV - Nov 25, 2024Analyzing the Impact of Sector Selection
How can a sectoral lens help to define equity markets? S&P DJI’s Tim Edwards and Joe Nelesen take a closer look at sectors’ strategic and tactical applications, as well as how sectors and sub-industry classifications have evolved over time.
Blog - Nov 25, 2024Analyzing the Impact of Sector Selection
How can a sectoral lens help to define equity markets? S&P DJI’s Tim Edwards and Joe Nelesen take a closer look at sectors’ strategic and tactical applications, as well as how sectors and sub-industry classifications have evolved over time. https://youtu.be/L9gQy9CubOQ?si=d_76ESiqiYQkqmMk
Blog - Jan 7, 2025Explaining Changes to Select Sector Indices
Launched in the late 1990s, the Select Sector® indices measure the performance of S&P 500® sectors; each S&P 500 company is assigned to one of the 11 Select Sector indices, based on the Global Industry Classification Standard (GICS®) framework. The indices serve as the basis for an ecosystem of financial products, which in turn allow…
Blog - Mar 12, 2025Mom's Recipe: Sectors, Stocks and Size
The S&P 500® Momentum Index has been one of the best-performing of all the S&P 500 Factor Indices in the past few years. A closer inspection of the drivers of performance identifies constituent selection as paramount, highlighting the importance of dynamically retreating from the largest of the mega caps in periods when smaller names took…
EducationA Deep Dive into Sustainability Sector Indices
This paper provides an overview of S&P Sustainability Sector Indices including the data used, the construction process and the methodology.
Index TV - Jan 28, 2020Bringing Rules-Based Access to Sector Rotation
Explore how the S&P 500 Sector Rotator Index blends time-tested Value and Momentum principles in a rules-based framework that takes sector rotation to the next level.
Index TV - Aug 17, 2022What’s Inside the Real Estate Select Sector
Explore how a rules-based approach to tracking real estate companies in the S&P 500® impacts dividend yield and diversification.
