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Investable and Benchmark Indices

Building from the Core

S&P Dow Jones Indices leverages core indices and layers in index methodologies, global relationships, and global distribution to provide the basis for unique global investment solutions

S&P Dow Jones Indices Spans Asset Classes, Investment Strategies, and Geographic Markets

S&P Dow Jones Indices, the world’s leading index provider, maintains a wide variety of investable and benchmark indices to meet an array of investor needs.

Equities
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.
  • Global
  • Developed
  • Emerging
  • Frontier
  • New Economies
  • Property & REIT
  • Shariah
  • Thematics
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
  • Climate
  • Thematic ESG
  • Fixed Income
Fixed Income
Broad market benchmarks measuring exposure to liquid fixed-income asset classes as well as less observable segments of the credit market 
  • Global
  • Composite
  • Investment-Grade Corporate
  • High-Yield Corporate
  • Money Market
  • Treasury / Sovereign/ Quasi-Gov’t
  • U.S. Municipal
  • Collateralized
  • Senior Loan
  • Preferred & Convertible
  • Inflation-Linked
  • Sukuk
Real Assets
Indices that track physical or tangible assets that have value due to their substance and properties 
  • S&P Real Assets 
Strategy/Factor
Designed to provide efficient exposure to investment themes. Single- and multi-factor strategy indices aim to capture a return premium associated with factors
  • Single-Factor Strategies:
    • Size
    • Dividend Yield
    • Low Volatility
    • Quality
    • Momentum
    • Enhanced Value
    • Other single factors
  • Multi-Factor Strategies:
    • S&P GIVI
    • Factor combinations
  • Managed Volatility
  • VIX
  • Quantitative Strategies
Commodities
The S&P GSCI was the first major investable commodity index. It is broad-based and production-weighted to represent the global commodity market beta 
  • S&P GSCI
  • DJ Commodities
  • S&P WCI
  • Strategic Futures 
  • Equity-Based 
  • Modified Weight and Modified Roll 
Multi-Asset
Indices where the exposure to the multiple constituent asset classes is determined by specific strategies or investment goals 
  • S&P STRIDE 
  • Target Date 
  • Target Risk 
  • Managed Volatility 
  • Target Tuition Inflation 
Indicators
Indices that track changes in specialty indicators such as real estate, health care claims, and default rates in consumer credit. The S&P CoreLogic Case-Shiller Home Price Indices are the leading measures of U. S. residential real estate prices
  • S&P CoreLogic Case-Shiller Home Price Indices (1)
  • S&P LinkUp Jobs
  • Risk Indicators
  • Consumer Credit Default
Custom
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: 
    • Slice & dice: Variation on a standard S&P Dow Jones Index
    • White label: Client’s proprietary index
    • Hybrid: Client’s proprietary index using or referencing an S&P Dow Jones Index
  • Services include:
    • Benchmark Administration
    • Index Calculation
    • Index Distribution
    • Client Services & Support
Notes:

It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. S&P Dow Jones Indices does not sponsor, endorse, sell, promote, or manage any investment fund or other investment vehicle that is offered by any third party and that seeks to provide an investment return based on the performance of any index

 

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Case-Shiller® and Case-Shiller Indexes® are registered trademarks of CoreLogic