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S&P Dow Jones Indices

May 22, 2024

Tracking the Sustainable Core: 5 Years of S&P 500 ESG

What does the S&P 500 ESG Index ecosystem look like today and how is that benefiting market participants? S&P DJI’s Hamish Preston and DWS’ David Stack explore key takeaways from the first five years of the S&P 500 ESG Index.

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May 20, 2024

S&P World Index: A Global Benchmark for Comprehensive Coverage

Introducing a benchmark that digs deeper into developed markets, with data that extends over several economic cycles. Discover how the S&P World Index sets the standard for developed market indices.

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Apr 24, 2024

How Indexing Works for Model Portfolios

What’s the role of indices in constructing and evaluating model portfolios? S&P DJI’s Joseph Nelesen and BlackRock’s Elise Terry explore how indexing is changing the landscape for advisors and their clients and helping a range of market participants build and assess models across the asset class spectrum.

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Apr 23, 2024

Exploring the Growing Thematics Landscape

How are indices helping investors assess the growing range of thematic solutions? S&P DJI’s Ari Rajendra and BlackRock’s Jay Jacobs dive into the expanding landscape and the innovations and data helping investors at the leading edge of thematic trends.

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Apr 18, 2024

Measuring Munis: Using Indices to Assess Yield Opportunities

How are muni indices helping market participants navigate the yield curve in the current climate? S&P DJI’s Jennifer Schnabl and Vanguard’s David Sharp take a closer look at the S&P Intermediate Term National AMT-Free Municipal Bond Index and S&P California AMT-Free Municipal Bond Index.

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Apr 16, 2024

Indexing Covered Calls: A New Tool for Income Seekers

What are the potential benefits of a passive approach to covered calls? S&P DJI’s Phil Brzenk and ProShares’ Simeon Hyman take a closer look at the S&P 500 Daily Covered Call Index, its performance, and why the index uses a daily approach vs. a more standard weekly or monthly approach.

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Apr 11, 2024

A Long-Term Look at S&P 500 Equal Weight Index

How have S&P 500 Equal Weight Index’s exposures informed its performance over time? S&P DJI’s Hamish Preston and Invesco’s Nick Kalivas look under the hood at the features influencing S&P 500 EWI’s risk/return and explore what its expanding ecosystem, including sectors and futures could mean for its range of potential applications moving forward.  

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Apr 10, 2024

How Sector Neutrality Influences Risk/Return in S&P Dividend Aristocrats

What are the potential benefits of a sector neutral approach to S&P Dividend Aristocrats? S&P DJI’s Rupert Watts and State Street Global Advisors’ Colin Ireland explore the construction and range of potential applications for the S&P Sector-Neutral High Yield Dividend Aristocrats.

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Apr 4, 2024

Using the News to Select a More Stable Path to the S&P 500

Meet the S&P 500 RavenPack AI Index, a multi-asset index that applies a news analytics algorithm powered by RavenPack to select S&P 500 sectors with the strongest news sentiment for use in its sector rotation process. The index combines U.S. equities and fixed income, complemented by a daily risk control mechanism that seeks to maintain…

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Mar 27, 2024

Getting to Know the S&P 500 in Hong Kong

Why is the S&P 500 relevant to markets around the world? Take a closer look at this iconic index with S&P DJI’s Priscilla Luk and Hang Seng Investment Management’s Yvonne Ngai, including its role in our daily lives and some key highlights about why the S&P 500 is widely regarded as the best single gauge…

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