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  • 标题:The Role of the S&P 500 Index Constituents in Tracking the U.S. Equity Market
  • 本地全文:下载
  • 作者:Ebenezer Asem ; Shamsul Alam
  • 期刊名称:International Journal of Economics and Finance
  • 印刷版ISSN:1916-971X
  • 电子版ISSN:1916-9728
  • 出版年度:2012
  • 卷号:4
  • 期号:12
  • 页码:15
  • DOI:10.5539/ijef.v4n12p15
  • 出版社:Canadian Center of Science and Education
  • 摘要:

    We investigate how the S&P committee balances the Index’s goals of representing the U.S. equity market as well as capturing the performance of the equity market through its addition/deletion decisions. Our results show that the Index represents the US equity market very well by maintaining large stocks. However, these large stocks underperform the Index by 0.24% per month. The index committee makes up the lower performance of these stocks by adding high-performance stocks when deletions occur. The deletion/addition events are therefore crucial in both representing the equity market and tracking it performance.

     

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