Multi-Asset

Retirement

Multi-Asset

Retirement

Multi-Asset

Retirement

Our retirement indices include target date strategies, which aim to measure the performance of multi-asset portfolios corresponding to particular retirement dates.

Indices

export-1-grey GRAPH VIEW ham-grey LIST VIEW

S&P Target Date

The S&P Target Date Style indices are designed to help defined contribution plan sponsors screen, select, and monitor appropriate target date funds, and help determine where particular target date fund families fall on the "to"/"through" spectrum.

Learn more

Dow Jones Target Date

Our Dow Jones Target Date Index Series comprises multi-asset-class indices, each corresponding to a particular target retirement date. Each index provides varying levels of exposure to equities and fixed income, and each target date allocation is created and retired according to a pre-determined schedule related to the respective target date.

Learn more

Other

Our retirement offerings measure the performance of balanced, multi-asset investment strategies across equities and fixed income. The equity component targets economic sectors that are expected to be impacted by retiree spending due to a changing U.S. demographic, and the fixed income component helps to reduce the equity risk and overall volatility.

Learn more