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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.


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.


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.


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.


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.


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.


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.  


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.


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…


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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