In today’s uncertain markets, insurers are seeking out strategies that may help to maximize yield while mitigating risk. S&P Dow Jones Indices offers a robust suite of fixed income, private market and equity benchmarks, as well as insights into how ETFs are being used in general accounts and other trending topics in the industry.


Research on ETFs in Insurance General Accounts

In 2024, U.S. insurers held USD 39.3 billion in ETFs. For the first time in three years, we saw significant inflows from larger insurers, which, coupled with market gains, led to a 14% increase in ETF assets under management (AUM) from the prior year. ETF trading volumes also increased.

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Index Solutions for Insurance Investors

  • Fixed Income

    Backed by 20 years of experience creating independent fixed income benchmarks and tradable fixed income and derivative indices, our solutions offer increasingly sophisticated and targeted ways to tap into credit and bond markets.

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  • Private Markets

    Cambridge Associates, in collaboration with S&P DJI, provides high-quality aggregate fund-level performance information across the private investment universe to help in selecting fund managers, monitoring performance, managing risk and identifying investment opportunities.

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  • U.S. Equity

    S&P DJI has a strong index ecosystem of core building blocks tracking the U.S. equity market. Combining the S&P 500® with the S&P MidCap 400®, S&P SmallCap 600® and S&P Composite 1500®, market participants have a suite of leading market-cap indices they can trust.

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InsuranceTalks: Insights from Industry Practitioners

  • InsuranceTalks: Indexing Covered Calls

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  • InsuranceTalks: Why Insurers Are Increasingly Considering Infrastructure Investments as Core

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  • InsuranceTalks: Incorporation of Sustainability

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Contact Us

 
Peter Sim
Kelsey Stokes
Head of Financial Institutions Sales, Americas
 
Erik Long
Erik Long
Director, Insurance Client Coverage
 
Skylar Roehl
Skylar Roehl
Director, Insurance Client Coverage
 
Jake Meister
Jake Meister
Associate Director, Insurance Client Coverage