S&P Global Market Intelligence adds Fixed Income ETF distribution forecasting to its suite of Dividend Forecasting products

This unique dataset will enable customers to trade fixed income ETFs with confidence, manage their exposure and maximize their trading opportunities

NEW YORK, June 20, 2023 /PRNewswire/ -- S&P Global Market Intelligence today announced the launch of Fixed Income ETF distribution forecasting data, further enhancing its Dividend Forecasting suite of products. The newly launched product leverages robust, industry leading dividend forecasting methodology to provide precise bottom-up distribution forecasts for over 300 US listed Fixed Income ETFs up to five years into the future along with a complete announcement service to support trading strategies, risk decisions and provide investment insight.

Thomas Matheson, Global Head of Dividend Forecasting, S&P Global Market Intelligence, said: "We are seeing Fixed Income ETFs becoming more popular among all types of market participants but trading these instruments holds specific challenges. Fixed Income ETFs trade like equities, yet the underlying are fixed income instruments, making the trading, hedging, and delta trading more complex. Our new product provides a comprehensive solution for customers by forecasting distribution accruals and payments for these assets. I'm confident that this new dataset will increase transparency and enable investment banks, hedge funds, and asset managers to confidently price derivatives and trade a larger universe. We are proud to be able to fill the gap in the market to the much-needed bond market liquidity."

The new fixed income ETF data is a result of a unique calculation process by S&P Global, that combines analytics from Evaluated Bond Pricing data, which delivers daily prices on 2.3 million government, sovereign, corporate, securitized, and municipal instruments, with the ETF composition data that is verified daily.

Fixed Income ETFs, like their Equity counterparts, are listed on exchanges and are traded throughout the day like stocks. They can be more tax efficient than their mutual fund and dealer market counterparts. As a result, there is a record in-flow into fixed income ETFs. Forecasts on fixed income ETF distributions will facilitate the ease with which these funds are traded by all market participants.

S&P Global's Dividend Forecasting dataset contains independent dividend amount and date estimates for 35,000+ global stocks, ETFs and ADRs up to five years in the future. It delivers precise forecasts of the size and timing of payments based on bottom-up fundamental research, the latest company news and insight from a proprietary advanced analytics model.

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Media Contact:
Sabrina Mayeen
S&P Global | Market Intelligence
+44 (0)20 7176 0495 
Sabrina.Mayeen@spglobal.com 

SOURCE S&P Global Market Intelligence