Given the current state of the market, selecting the right index is becoming an increasingly vital aspect of investment strategy.

S&P DJI offers solutions specifically tailored to help institutional investors answer key questions. How do I reflect core policies and beliefs? Are active managers justifying their fees? How can I maximize risk-adjusted returns?


Our Services

Index Data and Licensing

Access data on thousands of indices at various levels of sophistication and complexity. Our packages are designed for a variety of applications, including

  • Benchmarking

  • Monitoring manager performance

  • In-house asset management

  • Passive replication

You can access our index, constituent, and corporate-action level data through multiple data delivery platforms, including leading third-party providers.

Custom Index Solutions

We offer a variety of solutions that allow you to fine-tune or custom-design an index to meet your specific mandate.

  • Custom Slice and Dice: Tailor an S&P DJI index by filtering for region, size or sector; excluding individual stocks or sectors; applying social or religious screens; or adopting alternate weighting methods.

  • Custom Hybrid: Apply your methodology to an S&P DJI index or universe, or use our index levels as inputs.

  • Custom White Label: Create a wholly proprietary index based on your methodology.

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.


Featured Research & Insights

  • Indexing Liquid Alternatives

    See risk parity, alternative risk premia, and managed futures through a passive lens.

    Read on
  • Climate Scenario Alignment, Net Zero, and Uncertainty

    To help achieve net-zero emissions by 2050, the S&P PACT Indices seek to decarbonize, not just relative to a benchmark, but in absolute terms.

    Read on
  • Introducing the S&P Cryptocurrency Indices

    How can indices help address transparency issues in this rapidly evolving market that's transforming our financial ecosystem?

    Learn more
  • Style Bias and Active Performance

    Over 19 years, the majority of U.S. large-cap active managers outperformed the S&P 500 in only three. What distinguishes these three years from the others?

    Read on
  • A Dynamic, Rules-Based Approach to Managing Volatility

    How does the S&P U.S. Equity Momentum 40% VT 4% Decrement Index work?

    Find out

Additional Resources

Access index data and research to help you evaluate both active and passive investment solutions.
  • Research

    Access original research on market behavior and trends, and strategic index applications.

    Explore now
  • Market Dashboards

    Download monthly performance reports that provide snapshots of global markets and asset classes.

    Explore now
  • SPIVA®

    Find out how active managers are performing against their benchmarks around the world in various time horizons globally.

    Explore now

Contact Us

 
Marcus Friedman
Marcus Friedman
Director, Head of Asset Owners Channel Management (North America)
 
Jeff Harding
Jeff Harding
Director, Asset Owner Channel, Western Region
 
Joseph Carr
Joseph Carr
Director, Asset Owner Channel, Southeast Region
 
Alejandro Roman
Alejandro Roman
Director, Institutional Retirement Services