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Tag Archives: defined outcome

Jun 2, 2026

Introducing the S&P 500 Defined Outcome Index Series

Since the launch of the first defined outcome ETF in 2018, defined outcome strategies have moved from the margins to mainstream. In markets shaped by concentration risk, volatility and interest rate uncertainty, strategies that offer market participants upside participation with downside protection—via caps, buffers, floors and outcome periods—may help offset the risk of long-only equity…

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May 8, 2025

Defining Outcomes Systematically with Indices

How are index innovations helping market participants address volatility and uncertainty? S&P DJI’s Anu Ganti and Calamos Investments’ Matt Kaufman discuss index-based approaches to defined outcomes.  

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