Month: September 2021

S&P Japan Corporate Group Index – Series 1 Mitsubishi Group Cluster

S&P Japan Corporate Group Index – Series 1 Mitsubishi Group Cluster

S&P Corporate Group Indices are designed for exposure to the component companies of conglomerates such as the Mitsubishi Group. To be eligible for this Index, a company must be a member of the Mitsubishi Public Affairs Committee. The indices are designed to be suitable for the creation of collective investment products such as ETFs.
S&P Japan Corporate Group Index – Series 1 Mitsubishi Group Cluster
Source: Dow

Assessing the Shifting Credit Landscape of Developed Markets

Assessing the Shifting Credit Landscape of Developed Markets

Accepted for CFA® credit

A complimentary webinar for insurance investment professionals

The credit gap between developed and emerging markets is shrinking, prompting concerns from investors. Are insurers prepared for this tectonic shift, and how can they mitigate this risk?

Join S&P DJI and industry leaders to explore:

  • How policy responses to economic stresses, such as the global financial crisis and the pandemic, accelerated the deterioration of developed markets’ risk profile over time
  • How deficit build-ups, central bank policies, and government spending may affect insurance investors, and how various policy responses could improve or worsen the situation
  • How indices may help insurers identify and mitigate evolving credit risk
  • How insurance companies can use a range of fixed income index strategies to make informed allocation decisions

Speakers include:

  • Nanette Abuhoff Jacobson, Global Investment Strategist and Multi-Asset Strategist, Wellington Management
  • Lynn Bachstetter, Senior Director, Global Head of Insurance Solutions, S&P Global Market Intelligence
  • Tim Haney, CFA, Fixed Income Portfolio Manager and Financial Reserves Management Team Chair, Wellington Management
  • Brian D. Luke, CFA, Global Head of Fixed Income Indices, S&P Dow Jones Indices

Assessing the Shifting Credit Landscape of Developed Markets
Source: DOW Global

Dow Jones Moderately Aggressive Portfolio Index

Dow Jones Moderately Aggressive Portfolio Index

The Dow Jones Moderately Aggressive Portfolio Index is a member of the Dow Jones Relative Risk Index Series and is designed to measure a total portfolio of stocks, bonds, and cash, allocated to represent an investor’s desired risk profile. The Dow Jones Moderately Aggressive Portfolio Index risk level is set to 80% of the Dow Jones Global Stock CMAC Index’s downside risk (past 36 months).
Dow Jones Moderately Aggressive Portfolio Index
Source: Dow