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White Papers

Defense Beyond Bonds: Defensive Strategy Indices

Risk mitigation is understandably at the forefront of investors' awareness, as worries of froth and volatility grow increasingly prominent. While bonds have been the conventionally favored tool for portfolio risk reduction, they may be a less appealing asset class now than they have been historically. It's fortunate then that not all defensive strategies rely solely on bonds—or going long on equities. Combining well-chosen defensive factor indices with the S&P 500 and bonds has historically resulted in reduced portfolio volatility, as well as incremental returns.

Fei Mei Chan, Director, Index Investment Strategy, S&P Dow Jones Indices; Craig J. Lazzara, CFA, Managing Director, Index Investment Strategy, S&P Dow Jones Indices

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