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AlphaBlock and GaiaLens Collaborate to Build Next Generation ESG and Climate Indexes
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S&P500 Ain’t Passive
April 16, 2023 More than 20 Trillion (T) Dollars are managed passively today. The industry is 25% of the total $100 T investment management industry and has seen an annual growth of 20% since 2007 while the Active industry has grown at 4.4% for the same period at these growth rates. At the current growth…
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S&P’s Oil Bias
S&P’s flawed indexing methodology spills over risk into the commodities markets. If you are an investor seeking commodities exposure because you understand that an inflationary world means allocation to commodities, you are in for a big surprise. Out of the $153 trillion total global assets, only $18 trillion represent alternative asset classes like PE, Real…
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S&P’s Google Paradox
Concentration over Representation Standard Statistics Co & Poor’s Publishing Co merger back in 1941 had a lot to do with the American Railroad Journal managed by Varnum Poor. The merger increased the number of the list of stocks to 490. This was a significant jump and leapfrogged the merged entity into the top spot among…
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The Active SPY!
This is not intuitive thinking but your passive SPY (S&P500 ETF) sitting in your pension fund is only passive and low risk in perception. What you call a zero fee (or near zero fees) portfolio is not only concentrated but it is as concentrated as the most active portfolios in the world. We compared Berkshire…