We understand that market participants often aren’t choosing between different asset classes—they’re looking to combine them in ways that address their goals. S&P Dow Jones Indices offers a wide range of sophisticated, off-the-shelf solutions designed to balance risk and return through the convenience of a single index.
Our multi-asset indices are designed to track strategies that address specific investor goals.
The S&P MAESTRO 5 index is a diversified, multi-asset and multi-factor risk parity strategy designed to provide downside protection and upside potential through a wide range of market conditions. Its rules-based, dynamic methodology aims to allocate risk equally among its diverse mix of equities, fixed income, commodities, and VIX® futures.
For decades, managed risk approaches relied on hard-to-understand derivative and option strategies to mitigate risk without sacrificing potential gains. The S&P 500 Managed Risk 2.0 Indices make managed risk strategies accessible to a wider range of market participants using a rules-based synthetic option overlay that shifts the proportions of equities and long- and short-term fixed income reserve assets in the index based on fluctuations in volatility.
Zeroing in on retirement, the S&P STRIDE Indices are designed to represent life-cycle strategies that transition from accumulation to retirement by incorporating a changing mix of equities, fixed income, and TIPS. The indices seek to reduce the impact of market, inflation, interest rate, and sequencing risks on retirement consumption.