Whether you’re building a house or a retirement portfolio, structural integrity starts with a solid foundation and is reinforced by quality materials. From portfolio cornerstones like the S&P 500® and its mid- and small-cap counterparts to multi-factor strategies designed to generate income or protect on the downside, S&P DJI offers retirement solutions for a wide range of investors with a diverse set of needs.
Everyone has different retirement expectations, and our index solutions can help each investor design a plan that aligns with their risk appetite and objectives.
Offer their plan participants investment solutions for retirement based on our time-tested indices.
License our indices for use in a range of retirement-oriented products, including mutual funds, ETFs, collective trusts and separately managed accounts, among others.
Develop new life and annuity products with unique risk management characteristics based on our indices.
Help clients understand and prepare for each phase of retirement. From accumulation to decumulation, our indices power passive tools that can help advisors address market uncertainty, sequence of returns, and other potential pitfalls on the road to retirement.
We cover every major asset class and segment our broad benchmarks to enable consistent tracking across countries, regions, sectors, and size segments.
We avoid conflicts of interest in benchmark determinations and adhere to IOSCO Principles on Financial Benchmarks.
Our policies, procedures, and index methodologies are readily available on our public website.
Our advanced approaches are backed by academic research and our deep market knowledge.
Our name is recognized and trusted for our long legacy of reliably measuring the markets.
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What has contributed to the S&P SmallCap 600® outperforming the Russell 2000 over time?