SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal about active management outcomes in Australia. The discussion explains how SPIVA assesses benchmark-relative performance, how its method accounts for survivorship bias and like-for-like comparisons, and what the latest Australian results suggest across equities, A-REITs and bonds.
