The Case for Passive Investing

Especially in today’s uncertain markets, how can advisors make allocation decisions designed to mitigate risk without sacrificing returns for their clients? S&P Dow Jones Indices offers some of the best-known, universally trusted and widely licensed indices backed by tools and information advisors need to evaluate their choices in both passive and active investing.

Read on to learn more about index-based solutions all advisors should understand, find out how you can use them in your practice, and uncover a wealth of resources on passive investing.


Key Strategies from a Practitioner’s Point of View


Advisor Tools

  • Index Analytics

    Access monthly index levels and metrics that provide insight into an index’s performance.

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  • U.S.-Listed ETFs

    View a comprehensive list of U.S.-listed ETFs built on S&P DJI indices.

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  • Daily Index Insights

    Track global index performance across asset classes and themes.

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Trending Topics from Exchange 2024

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    How have S&P 500 Equal Weight Index's exposures informed its performance over time?

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    What are the potential benefits of a passive approach to covered calls?

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    What does the S&P 500 ESG Index ecosystem look like today and how is that benefiting market participants?

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  • Exploring the Growing Thematics Landscape

    How are indices helping investors assess the growing range of thematic solutions?

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  • The Hare and the Tortoise – Assessing Passive’s Potential in Bonds

    Passive investing in equities has long been regarded a prudent strategy. Is fixed income the next frontier for widespread index fund adoption?

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  • Beyond Volatility: A New Way to Look at Risk Managed Index Strategy Performance

    How are index innovations expanding the risk management toolkit?

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  • S&P 500: The Gauge of the U.S. Large-Cap Market

    We set the standard when we invented the S&P 500® – a quintessential catalyst that fuels U.S. equity active and passive strategies alike.

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Spotlight on Direct Indexing

Through direct indexing solutions, investment managers can offer investors access to leading market indices such as the S&P 500®, adjusted to meet specific objectives.

Learn more


Contact Us

 
Ed Ware
Ed Ware
Head of Wealth Management Channel Americas
 
Brent Kopp
Brent Kopp
Senior Director, Central Region
 
Deborah Draeger
Deborah Draeger
Senior Director, Southern Region
 
Chantal Michael
Chantal Michael
Director, Western Region