Performance Analysis

Lead Content

20 Fun Facts about S&P 500 Dividend Aristocrats (S&P Dow Jones Indices)

Dive into two decades dividend indexing as S&P Dow Jones Indices reflects on 20 years of the S&P 500…

S&P Indices versus Active SPIVA Scorecards: U.S. Year-End 2024 (S&P Dow Jones Indices)

In an environment characterized by large-cap dominance, it was not surprising to see that a majority of actively…

Latest posts

Hedge Fund Industry Deep Dive H1 2025 (Aurum)

This report explores hedge fund strategy performance, industry growth, UCITS versus hedge funds, and correlations…

What You Need to Know about this Year’s Russell Recon (FTSE Russell)

Explore the 2025 Russell Index reconstitution insights, pricing trends, and the market impact of tariffs as FTSE…

HIGHLY RATED

TOP RECENT POSTS

Bear Market Playbook: Decoding Recession Risk, Valuation Impact, and Style Leadership (CFA Institute)

Charting Public Debt with Economist Peder Beck-Friis (PIMCO)

Optimizing Credit Outcomes (Franklin Templeton)

Tracking Korea's Quality Yield: Introducing the Dow Jones Korea Dividend 30 Index (S&P Dow Jones Indices)

Why Quality Stocks Aren’t Doing Better this Year (Morningstar Indexes)

Decomposing Equity Returns: Earnings versus Multiple Expansion (Robeco)

Russell 2000 Index Quarterly Chartbook – July 2025 (FTSE Russell)

Commodity ETFs: Do They Add Value? (PMR)

Why Value Investing Has Worked Better outside the U.S. (Morningstar Indexes)

An Unexpected Diversifier – Iron Ore (S&P Dow Jones Indices)

The Market Measure: May 2025 (S&P Dow Jones Indices)

Outperformance and Diversification: S&P 500 Revenue-Weighted Index (S&P Dow Jones Indices)

The Art of Quality Investing: Balancing Discipline and Opportunity (Mawer IM)

Harvesting Hope – Tax Optimization in a Down Market (S&P Dow Jones Indices)

view more

ALL TIME

Factor Index Performance across Macro Cycles (S&P Dow Jones Indices)

Vanguard’s Approach to Dynamic Portfolios (Vanguard)

Bear Market Playbook: Decoding Recession Risk, Valuation Impact, and Style Leadership (CFA Institute)

Charting Public Debt with Economist Peder Beck-Friis (PIMCO)

Optimizing Credit Outcomes (Franklin Templeton)

Tracking Korea's Quality Yield: Introducing the Dow Jones Korea Dividend 30 Index (S&P Dow Jones Indices)

Why Quality Stocks Aren’t Doing Better this Year (Morningstar Indexes)

Decomposing Equity Returns: Earnings versus Multiple Expansion (Robeco)

Practice What You Preach: Strategy Consistency and Mutual Fund Performance (PMR)

Russell 2000 Index Quarterly Chartbook – July 2025 (FTSE Russell)

Commodity ETFs: Do They Add Value? (PMR)

Why Value Investing Has Worked Better outside the U.S. (Morningstar Indexes)

view more

Top Picks

Savvy Investor

Top Papers: The best insights from May

Bolster your portfolio with the right alternative investments...

Savvy Investor

Active vs passive investing: The debate continues

Here you can find some of the most thought-provoking pieces...

Savvy Investor

Year in review: Part IV

Here are more pieces of content that stood out during this year...