Month: March 2021

Mitigating Market Concentration Risk with Equal Weight

Mitigating Market Concentration Risk with Equal Weight

Accepted for CFA®, CIMA®, and CFP® credit

A complimentary webinar for financial advisors

The largest names in the market are growing even larger as they outperform. In fact, the top 5 companies currently make up about 20% of the index, a level not seen since the 1970s.

How can advisors help their clients navigate market concentration risk? The answer could be using an Equal Weight approach.

Join us to explore:

  • Tactical and strategic ways practitioners are implementing equal weight in client portfolios
  • How the S&P 500 Equal Weight Index is constructed and how it may help investors target large-cap exposure with lower sensitivity to the biggest names
  • How the S&P 500 EWI can be used as a benchmark for active managers

Speakers include:

  • Nick Kalivas, Head of Factor and Core Equity Product Strategy, Invesco
  • Bryan Novak, CAIA, Senior Managing Director, Astor Investment Management LLC
  • Hamish Preston, Associate Director, U.S. Equity Indices, S&P Dow Jones Indices

Mitigating Market Concentration Risk with Equal Weight
Source: DOW Global

S&P BMI International Developed High Beta Index

S&P BMI International Developed High Beta Index

The S&P BMI International Developed High Beta Index measures performance of the 200 constituents that are most sensitive to changes in market returns within the S&P Developed Markets large/midcap universe. The index is designed for investors initiating a bullish strategy or making a directional bet on the developed markets.
S&P BMI International Developed High Beta Index
Source: Dow

S&P/BMV Corporate Eurobonos Spot 1-3 Year Bond Index 24

S&P/BMV Corporate Eurobonos Spot 1-3 Year Bond Index 24

The S&P/BMV Corporate Eurobonos Spot 1-3 Year Bond Index 24 is designed to measure the performance of Mexican corporate bonds issued outside of Mexico with maturities between one and three years converted to Mexican pesos using spot rate. Pricing uses one more day of accrued interest than the S&P/BMV Corporate Eurobonos Spot 1-3 Year Bond Index.
S&P/BMV Corporate Eurobonos Spot 1-3 Year Bond Index 24
Source: Dow

S&P/BMV Corporate Variable Coupon AAA Rated Bond Index

S&P/BMV Corporate Variable Coupon AAA Rated Bond Index

The S&P/BMV Corporate Variable Coupon AAA Rated Bond Index is designed to measure the performance of investment-grade variable-coupon-rate Mexican corporate bonds that have a credit rating of’AAA’ with maturities greater than 1 month and denominated in Mexican pesos.
S&P/BMV Corporate Variable Coupon AAA Rated Bond Index
Source: Dow

S&P/BMV Corporate Eurobonos Spot Bond Index 24

S&P/BMV Corporate Eurobonos Spot Bond Index 24

The S&P/BMV Corporate Eurobonos Spot Bond Index 24 is designed to measure the performance of Mexican corporate bonds issued outside of Mexico converted to Mexican pesos using spot rate. Pricing uses one more day of accrued interest than the S&P/BMV Corporate Eurobonos Spot Bond Index.
S&P/BMV Corporate Eurobonos Spot Bond Index 24
Source: Dow