Dow Jones Indices: 60
Growth Drivers

Expanding Passive Ecosystem

The role of passive indices in global capital markets has been expanding. S&P Dow Jones Indices solutions have reached beyond traditional asset management and liquid and tradeable ETDs and now underpin clients’ passive products offering for income and retirement solutions for insurers and banks, direct indexing and model portfolios for wealth management.

Income & Retirement

Digital Wealth

Liquid Ecosystem


Trend / Client Needs


  • Growing market for index-based risk and income solutions
  • Highly liquid dividend and fixed income ETF
  • Proliferation of index-based insurance products globally
  • Increase adoption of passive savings plans through digital platforms (e.g., Japan NISA, German Sparplans)
  • Rapid adoption of tech-enabled passive solutions in wealth management:
  • Direct Indexing
  • Model Portfolios
  • Digital distribution channels
    (e.g., Asset Management Wealth Platforms, Robo-advisors, online investment platforms)
  • Investors seek greater liquidity and capital efficiency via capital markets, driving utilization of ETDs for:
  • Hedging & risk management
  • Risk control & yield enhancement
  • Capital efficiencies
  • Portfolio diversification & optimization 


S&P DJI Index Solutions (Illustrative)



  • Extensive Dividend and Fixed Income index solutions
    Innovative multi-asset index solutions designed for use in fixed index annuities (FIAs), ETFs, and bank structured products
  • S&P 500 Engle Index Series
  • S&P 500 Market Agility 10 Index
  • S&P 500 10% Daily Premium Covered Call Index
  • Trusted index brands offering scale without gaps or overlap:
  • S&P 500, S&P MidCap 400, S&P SmallCap 600, S&P Composite 1500 Indices
  • S&P World
  • Indices purpose-built for direct indexing implementation, e.g., S&P 500 Sectors Equal Allocation Index 
  • S&P Dow Jones Indices are foundational building blocks to the creation of tradeable and hedgeable ETDs by exchanges.  
    Recent innovative index solutions include:
  • Credit VIX®
  • CboeE S&P 500 Variance
  • Cboe S&P 500 Dispersion Index
  • CME AIR S&P 500 Total Return Futures

Client Solutions Based on S&P DJI Indices
(Illustrative)

  • Multiple insurance clients across Fixed Indexed Annuities and Indexed Universal Life launched product tied to the S&P 500 Dynamic Intraday Index
  • Sammons NAC Guaranteed Allocation Fixed Indexed Annuity
  • ProShares S&P 500 High Income ETF
  • S&P Dow Jones Indices has a dedicated team of Digital Wealth specialists, supporting asset manager and wealth management clients with index education and solutions for direct indexing and model portfolios
  • Delivering customizable market-leading indices through Brooklyn investment Group platform
  • CME E-Mini S&P 500 EW Futures
  • Options on S&P 500 Annual Dividend Index Futures
  • Cboe iBoxx $EM Futures
  • Cboe iBoxx iShares US Corporate Bond Index Futures
  • S&P/JPX Topix500 ESG Tilt Futures