In this Australian Investors Podcast episode, your host Owen Rask speaks with Jason Ye, Director, Factors and Dividends, S&P Dow Jones Indices.
Together they discuss:
- How indices like the S&P 500 and ASX 200 are constructed
- The logic and application of factor investing
- Dividend indices and their use in Australian investing
- The rise and role of ETFs and their relationship with S&P indices
Topics Covered:
- How Jason Ye built his career in factor-based investing and indexing
- History and function of S&P Dow Jones Indices
- How benchmark indices like the S&P 500 and ASX 200 are built
- How factor indices work (dividends, value, quality, momentum, GARP)
- How ETFs use indices and the licensing process
- Why dividend investing is so popular in Australia
- Yield strategies and the structure of dividend indices like aristocrats
- What makes a good index and why index governance matters
- Future of indexing: AI, free cash flow, and global product expansion
