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

  • InsuranceTalks: Participating and Protecting Using Dividends

    Learn more about what considerations are top of mind for insurance carriers when bringing new index-based products to market.

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  • S&P Dividend Aristocrats + Risk Control = Participation and Protection

    Explore how combining risk control with S&P 500 Dividend Aristocrats addresses volatility and influences return.

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  • How Target Outcome Indices Work

    Indexing is democratizing access to defined outcomes, providing a simple, transparent, index-based blueprint for target outcome strategies that can be applied to both active and passive vehicles.

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  • 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

  • How Are Insurers Staying Ahead of the Curve?

    Find out how insurers are using fixed income ETFs, liquid alternatives, and ESG criteria to address the immediate challenges of today, while preparing for the uncertainties of tomorrow.

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  • ETFs in Insurance General Accounts

    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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