S&P Dow Jones Indices

Is There a “Right” Time for Active?

When and under what conditions are active managers more or less likely to achieve benchmark-beating returns?

Click to watch the video on the site


Head Office
20 Canada Square
E14 5LH
United Kingdom
Client Services Tel. +44 20 7176 8888
Company website:
Parent Company:
S&P Global

Browse this manager's…

What’s new

  • spiva europe mid year 2018

    SPIVA Europe Mid-Year 2018

    White papersWed, 14 Nov 2018

    S&P Dow Jones Indices has been the de facto scorekeeper of the ongoing active versus passive debate since the first publication of the S&P Indices Versus Active Funds (SPIVA) U.S. Scorecard in 2002. 

  • how is the rise of passive changing the market

    How Is the Rise of Passive Changing the Market?

    White papersWed, 14 Nov 2018

    Do criticisms of passive investing have merit?

  • combining low volatility and dividend yield

    Combining Low Volatility and Dividend Yield in U.S. Preferred Stocks

    White papersTue, 13 Nov 2018

    Preferred stocks are hybrid securities that sit between common stocks and bonds in a company’s capital structure, therefore exhibiting blended characteristics of both asset classes. They have been favored by income-seeking investors due to the higher yields they offer in comparison with common stocks and corporate bonds.

  • accounting for carbon sovereign bonds

    Accounting for Carbon: Sovereign Bonds

    White papersTue, 13 Nov 2018

    In 2015, the Paris Agreement was signed, committing 195 signatory nation-states to limiting greenhouse gas emissions to well below 2 degrees Celsius above pre-industrial levels. 

  • considering the risk from future carbon prices

    Considering the Risk from Future Carbon Prices: The S&P Carbon Price Risk Adjusted Index Series

    White papersTue, 13 Nov 2018

    Along with the advent of the 2015 Paris Climate Agreement has come a growing understanding of the structural changes required across the global economy to shift to low- (or zero-) carbon, sustainable business practices.

Search all our content