Direct indexing gives asset managers the ability to align their offerings with powerful trends shaping the investment landscape, including:

  • The growing popularity of passive investing
  • Greater demand for exposures that are tailored to specific investor objectives and enable tax-loss harvesting

Contact our direct indexing specialists

Interested in S&P DJI’s direct indexing capabilities?

Why S&P DJI for Direct Indexing

World-renowned indices
In addition to iconic market benchmarks such as the S&P 500® and Dow Jones Industrial Average®, S&P DJI is home to the S&P US Indices, S&P Total Market Index, S&P ADR Indices, and S&P Global BMI.
Largest provider of financial market indices
As the world’s leading resource for index-based concepts, S&P DJI calculates 780,000+ indices daily. There is $13 trillion in passively managed assets either benchmarked or linked to our indices.
125+ years of innovation and expertise
Since 1896, S&P DJI has provided innovative index solutions backed by robust methodologies and strong governance.
Trusted partner to leading investors
S&P DJI serves as an index intellectual property licensor to 91 of the top 100 global asset managers and more than 50 of the largest public pension funds.
Advanced customization options
Investors seeking more fine-tuned strategies can customize S&P DJI’s off-the-shelf offerings by applying overlays for sustainability, thematics, factors and sectors.
Global support and high-touch service
With 500+ client-dedicated professionals across 21 offices, S&P DJI serves clients in 70+ countries and delivers high-touch service across the engagement lifecycle.

S&P DJI’s iconic indices and market-leading data capabilities play a central role in the growing direct indexing ecosystem. These tools can be accessed directly from S&P DJI or via authorized third-party direct indexing platforms.

What’s Fueling Interest in Direct Indexing?

  • Customization

    Customization

    Build portfolios tailored to each investor’s objectives, including sustainability goals and sector over/underweights.

  • Transparency

    Transparency

    Gain increased visibility into index composition down to the security level, empowering enhanced reporting and portfolio construction.

  • Tax optimization

    Tax optimization

    Create opportunities for clients to enhance their after-tax returns through tax-loss harvesting and capital gains management.

Our Ever-Growing Universe of Index Solutions

Investment managers and asset managers can utilize S&P DJI 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®or seeking international exposure via the S&P ADR Indices and S&P Global BMI.

Contact Us

 
Brandon Hass
Brandon Hass
brandon.hass@spglobal.com
 
Blake Spivey
Blake Spivey
blake.spivey@spglobal.com
 
Brandon Hass
Mark Aziz
mark.aziz@spglobal.com

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