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Point of View · 09.19.23

What the S&P 500 Index Rebalance Means for Investors and Index Managers

We analyze the additions, deletions and weighting changes of S&P 500 companies in one of the largest rebalances in years.
  • Stock Market
  • Portfolio Construction
  • Markets & Economy
Format
Key Points
What this is
We analyze the additions, deletions and weighting changes of S&P 500 companies in one of the largest quarterly rebalances in years.
Why it matters
Rebalances can affect index composition and performance of the targeted securities.
Where it's going
Index changes can alter, over time, the risk and reward profiles of passive index investments and benchmarks for active investments.
Main Point

Why Index Rebalances Matter

We think investors should stay on top of how their passive investments in indexes change over time, in particular changes to sector weightings and additions or deletions of individual securities. Such changes may alter, over time, the risk and reward profiles of passive index investments and benchmarks for active investments.

Point of View

How Equities Historically Have Performed After a Fed Pause

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