53Core and Innovative Index Solutions
Core Index Solutions
Iconic, innovative benchmarks with breadth and depth across asset classes and geographies. This wide offering provides the building blocks to create further index solutions.
| Equity |
| Families of indices for global and local markets, covering more than 20,000 securities in more than 83 countries with over 20 years of uninterrupted history |
| U.S. Equity – Style – Sector – Industries |
| Global Equity |
| Developed Equity |
| Emerging Equity |
| Frontier Equity |
| Property & REIT |
| Shariah |
| Option Strategies |
| VIX (1) |
| Fixed Income |
| Broad market benchmarks measuring exposure to liquid fixed-income asset classes as well as less observable segments of the credit market |
| Composite / Global |
| Treasury / Sovereign / Quasi-Government |
| Inflation-Linked |
| U.S. Municipal |
| Money Market |
| Corporates |
| Thematics (Infrastructure, Faith-Based) |
| Collateralized |
| Preferred and Convertible |
| Senior Loan |
| Sukuk |
| Multi-Asset |
| Indices where the exposure to the multiple constituent asset classes is determined by specific outcomes or investment goals |
| Target Date |
| Target Risk |
| S&P STRIDE |
| Defined Outcome / Target Outcome |
| Dynamic Equity Assets |
| Managed Volatility |
| Risk Parity |
| MARC 5 |
| Commodities |
| Includes the S&P GSCI, the first major investable commodity index |
| Broad Market |
| Sector & Single Commodity |
| Quantitative Strategies |
| Equity-based |
| Real Asset |
| Custom Solutions |
| S&P Dow Jones Indices’ custom services give clients the ability to create or tailor an index to reflect their unique needs |
| Custom index options include: – Custom Slice & Dice – Client Proprietary – Custom Hybrid |
| Services include: – Benchmark Administration – Index Calculation – Index Distribution – Support |
Innovative Index Solutions
New and emerging index solutions allow investors to identify and align with specific objectives and areas of focus, including sustainable investing, new asset classes and thematics, market indicators, and factor solutions.
| ESG |
| A spectrum of Environmental, Social, and Governance (ESG) indices to help individuals and institutions align their investments with their values and achieve sustainable returns |
| Core ESG |
| ESG Climate |
| Thematic ESG |
| Fixed Income ESG |
| Factors |
| Indices measuring investment characteristics that have demonstrated historical return premiums and low intra-factor correlation, thereby enabling enhanced portfolio diversification, above-market returns, and risk management |
| Dynamic Beta |
| ESG Factor |
| Multi-Factor |
| Optimized Single Factor |
| Single Factor |
| Dividend Income |
| Quantitative Strategies |
| Alternative Risk Premia |
| Thematics / Kensho |
| Indices that measure macro-level trends and the underlying investments that stand to benefit from the materialization of those trends |
| New Economies |
| Commodity Producers |
| Infrastructure |
| Natural Resources |
| Corporate Clusters |
| Innovation Factors |
| Indicators |
| Indices that track changes in specialty indicators |
| S&P CoreLogic Case- Shiller(2) |
| S&P LinkUp Jobs® (3) |
| Consumer Credit Default |
| Risk Indicators |
| Digital Assets |
| Indices tracking the performance of cryptocurrencies including Bitcoin and Ethereum |
| Cryptocurrency |
Notes:
(1)
VIX® is a trademark of Cboe Exchange, Inc.
(2)
Case-Shiller™ and Case-Shiller Indexes™ are registered trademarks of CoreLogic
(3)
LinkUp® is a trademark of JobDig, Inc.