S&P Dow Jones Indices provides the latest in index innovations for insurers, from indices that help product developers provide robust annuity solutions to index-based products that investors can use in their general accounts portfolios. Learn more about our solutions for insurance professionals.


Resources for Insurance Product Issuers

  • A Performance Analysis of Variable Annuities with Risk Control

    Find out how a variable annuity with risk control provides caps and floors to the performance of the underlying investment options.

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  • Understanding the S&P Managed Risk 2.0 Indices

    Learn about a new approach to mitigating risk.

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  • The Next Generation of Risk Management: S&P Managed Risk 2.0 Indices

    Look inside this innovative strategy and explore the range of potential applications.

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  • S&P Managed Risk 2.0 Indices

    Learn how indices can offer downside protection without limiting the opportunities for gains.

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  • S&P MARC 5% Index

    Learn more about a dynamic multi-asset strategy.

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  • Innovating for Insurance: S&P MARC 5% Index

    Explore the mechanics of a dynamic multi-asset strategy that provides diversification with a simple risk-weighting framework.

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  • Limiting Risk, Not Returns

    How does the S&P 500 Low Volatility Daily Risk Control 5% Index Work?

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  • S&P 500® Low Volatility Daily Risk Control 5% Index

    Limiting Risks, Not Returns.

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  • Limiting Risk Exposure With S&P Risk Control Indices

    Explore the design and potential benefits of the S&P 500® Low Volatility Daily Risk Control 5% Index.

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  • Building a New Retirement Benchmark

    Learn how this multi-asset benchmark measures baby boomers’ shifting spending priorities, while limiting volatility.

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  • S&P U.S. Retiree Spending Index

    Tracking the Boomers…and beyond.

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  • A Fundamental Look at S&P 500 Dividend Aristocrats®

    Learn more about how the fundamentals behind the strategy are driving its outperformance.

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  • Adapt to Changing Market Conditions: S&P Economic Cycle Factor Rotator Index

    Look inside a dynamic factor rotation strategy designed to time factors in different phases of the business cycle.

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  • The Power of Core

    How can the headline S&P 500, S&P MidCap 400, S&P SmallCap 600, and S&P Composite 1500 power up your core?

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  • Index Returns

    View monthly performance returns for select indices.

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  • Hedging Considerations for Insurers

    Understand the hedging considerations insurers face and the tools available to help manage risk.

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  • How Can Flex Options Mitigate Risk?

    Learn more about flex options and how insurers could use them to hedge annuity risk.

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Resources for Insurance Investment Officers

  • ETFs in Insurance General Accounts – 2020

    How are Insurance companies using ETFs today?

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  • Insurance Talks: Why Insurers Are Increasingly Considering Infrastructure as Core

    Explore why this trend is growing for insurers around the globe.

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  • How Do Insurance Companies Use ETFs?

    Insurers continue to look to ETFs to serve a broad range of functions.

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  • Accounting for Hidden Risks Further Down the Curve

    How might insurers assess and quantify risks while optimizing yield amid challenging market conditions?

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  • Pinpointing Value in the Leveraged Loan Market

    How can investors find opportunities in the leveraged loan market?

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  • A Window on Index Liquidity

    How active are users of passive investment vehicles?

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  • A Tale of Two Small-Cap Benchmarks

    A look at the S&P SmallCap 600® versus the Russell 2000®

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  • The S&P MidCap 400®: Outperformance & Potential Applications

    Discover why this often-overlooked market segment may be worth considering

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  • A Look at Muni Bonds as Core

    Why should muni bonds be considered a core asset class?

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  • The S&P 500 ESG Index

    Discover the potential risk/return benefits of a new path to Core.

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  • Rethinking the U.S. IG Corporate Bond Market

    Explore how an innovative new measure of S&P 500® debt is redefining the IG bond market.

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  • A Look Inside Green Bonds

    What sets green bonds apart from other ESG fixed income investments?

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  • Going Green to Access Yield

    How and why are green bonds being implemented by institutional investors?

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  • SPIVA® Institutional Scorecard

    How do fees affect the active vs. passive debate?

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