Whether you’re building a house or a retirement portfolio, structural integrity starts with a solid foundation and is reinforced by quality materials. From portfolio cornerstones like the S&P 500® and its mid- and small-cap counterparts to multi-factor strategies designed to generate income or protect on the downside, S&P DJI offers retirement solutions for a wide range of investors with a diverse set of needs.

Everyone has different retirement expectations, and our index solutions can help each investor design a plan that aligns with their risk appetite and objectives.

Closing the Retirement Gap with Indices

Closing the Retirement Gap with Indices

Who Uses Our Indices?

Defined Contribution Plans

Offer their plan participants investment solutions for retirement based on our time-tested indices.

Asset Managers

License our indices for use in a range of retirement-oriented products, including mutual funds, ETFs, collective trusts and separately managed accounts, among others.


Develop new life and annuity products with unique risk management characteristics based on our indices.

Financial Advisors

Help clients understand and prepare for each phase of retirement. From accumulation to decumulation, our indices power passive tools that can help advisors address market uncertainty, sequence of returns, and other potential pitfalls on the road to retirement.  

Why S&P DJI?

  • Broad Market Coverage

    We cover every major asset class and segment our broad benchmarks to enable consistent tracking across countries, regions, sectors, and size segments.

  • Independence

    We avoid conflicts of interest in benchmark determinations and adhere to IOSCO Principles on Financial Benchmarks.

  • Transparency

    Our policies, procedures, and index methodologies are readily available on our public website.

  • Sophisticated Methodologies

    Our advanced approaches are backed by academic research and our deep market knowledge.

  • Wide Recognition

    Our name is recognized and trusted for our long legacy of reliably measuring the markets.

Research & Insights

  • S&P Target Date Scorecard

    How effective is your defined contribution plan?

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  • The S&P 500 ESG Index

    Discover the potential risk/return benefits of a new path to Core.

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  • Getting to Know S&P STRIDE

    How can S&P STRIDE provide clarity and stability when planning for retirement?

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  • S&P 500 Dividend Aristocrats

    Learn more about how the fundamentals behind the strategy are driving its outperformance.

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  • A Tale of Two Benchmarks

    What has contributed to the S&P SmallCap 600® outperforming the Russell 2000 over time?

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Featured Videos

  • The Next Generation of Risk Management

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  • Addressing Volatility by Sticking to the Retirement Plan

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  • Lifecycle Finance Applications for Retirement Income

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  • Matching Risk Tolerance to Buffers on the S&P 500

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  • How the History of DC Shapes Our Retirement Future

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