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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
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Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
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Passive investing continues to grow, driven by its transparency, efficiency and low cost. While indices and index-linked products abound, many investors are still seeking more specialized approaches. 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.
What’s Fueling Interest in Direct Indexing?
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Specialization
Specialization
Investment managers can build portfolios based on each investor’s desired exposures
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Transparency
Transparency
Investment managers have visibility into index composition down to the individual security level
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Tax Optimization
Tax Optimization
This capability provides the opportunity to implement tax-loss harvesting strategies
Why S&P DJI?
S&P DJI’s indices and datasets can be accessed directly from S&P DJI or via authorized third-party direct indexing platforms.
Our Ever-Growing Universe of Index Solutions
Investment managers can utilize our indices as the starting point for their direct indexing solutions. Whether accessing the U.S. market via the iconic S&P 500, S&P MidCap 400®, S&P SmallCap 600® and S&P Composite 1500®, seeking international exposure via the S&P ADR Indices and S&P Global BMI, or pursuing more fine-tuned strategies accounting for sectors, factors, thematic trends and sustainability, managers can target their objectives using off-the-shelf index solutions from S&P DJI.
Spotlight on Growth and Value
The S&P Style Indices provide broad exposure to growth and value and are capped market capitalization weighted. These characteristics make them relevant benchmarks for evaluating the skill of active managers and suitable for those seeking long-term index approaches with a tilt toward a particular style. For investment managers seeking to provide growth and value exposure within U.S. equities, we offer growth and value versions of the S&P 500, S&P MidCap 400, S&P SmallCap 600, S&P Composite 1500, S&P 900 and S&P 1000.
The Power of Passive
For over 20 years, our renowned SPIVA® Scorecards have measured actively managed funds against their index benchmarks worldwide. The results show that relatively few active managers have outperformed passive managers over the long-term. But the true measure of successful active management is whether a manager or strategy can deliver above-average returns consistently over multiple periods. Demonstrating the ability to outperform repeatedly is the only proven way to differentiate a manager's skill from luck. Through research published in our Persistence Scorecards, we show that relatively few funds can consistently stay on top.
Indexing has also helped to democratize investing. Thanks to the growing index opportunity set, investors today now have greater access to sophisticated exposures once available only via active management, including factor, sustainability and multi-asset strategies.
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