Australian Investors Podcast

How indices are built - a technical deep dive with Jason Ye


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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
Resources for this episode:

Jason's bio

Research to measure sustainable dividend yield

Research and Indexology


Rask Resources

All services

Financial Planning

Invest with us

Access Show Notes

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Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest

DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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Australian Investors PodcastBy Rask


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