Manager Details

At S&P Dow Jones Indices, our role can be described in one word: essential. We’re the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than based on any other provider in the world; with over 1,000,000 indices, S&P Dow Jones Indices defines the way people measure and trade the markets. We provide essential intelligence that helps investors identify and capitalize on global opportunities.

Trucost is part of S&P Dow Jones Indices. A leader in carbon and environmental data and risk analysis, Trucost assesses risks relating to climate change, natural resource constraints, and broader environmental, social, and governance (ESG) factors. Companies and financial institutions use Trucost intelligence to understand their ESG exposure to these factors, inform resilience and identify transformative solutions for a more sustainable global economy. S&P Global’s commitment to environmental analysis and product innovation allows us to deliver essential ESG investment-related information to the global marketplace.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence.

To read more about indices, intelligence and innovation to heat up your strategies and transform your investment landscape visit Indexology®.

SPIVA® (S&P Indices Versus Active) enables investors to evaluate active versus passive investments by demonstrating how active funds perform over time relative to comparable benchmark indices. Learn more.

Recently launched, Index Literacy, arms investors with essential information on the fundamentals of indexing.

The Indexology® blog features posts, reports, performance, and discussions from thought leaders across S&P Dow Jones Indices as well as guest posts from renowned, subject matter professionals. Indexology is a forum for expressing various views and thoughts on indexing. The posts on this blog are opinions, not advice. Participation and commentary from viewers and readers is certainly welcomed.

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News from S&P Dow Jones Indices

News from IPE

View more News from IPE

White Papers / Research from S&P Dow Jones Indices

  • Is the Low Volatility Anomaly Universal? download

    Low volatility investing gained immense popularity in the last decade. A proliferation of passive investment vehicles based on this concept attracted more than $70 billion in assets globally as of the end of February 2019.

  • Spoiler Alert: Yes weblink

    We recently updated our paper asking Is the Low Volatility Anomaly Universal? The alert reader (and we have no other kind) will have guessed that it is. This is an empirical conclusion, but a theoretical digression might help explain why this is so remarkable.

  • Volatility Test: Defensive Factor Indices versus Actively Managed Funds weblink

    Indices based on factors such as low volatility and quality generally have defensive characteristics. These strategies tend to outperform the broad benchmark in down markets, as previous studies have shown.

  • Understanding the S&P Managed Risk 2.0 Indices download

    S&P Dow Jones Indices, in collaboration with Milliman, has introduced a series of managed risk 2.0 indices that provide core equity strategies with an embedded risk-management feature. The key features of this strategy are the following.

  • Accessing Green Real Estate with Indices weblink

    Explore how a new measure of Green REITs is bringing transparency to ESG in the Real Estate sector

View more White Papers / Research from S&P Dow Jones Indices

Analysis from IPE

  • China: To be or not to be

    Investors are divided on whether to classify Chinese equities as a distinct asset class

  • Share buybacks: Bringing it back in-house

    The corporate policy of share buybacks received a boost with the US tax cut, but are they an efficient use of excess capital or a means to further enhance executive remuneration and entrench societal inequality?

  • ESG: The missing dimension in risk management

    Embedding ESG into the investment process will be in the long-term financial best interest of beneficiaries 

  • Briefing: How to model a trade war

    So how does one model the effect of further tariffs on a portfolio? This article shows how to construct a potential trade-war scenario and analyse the impact on a euro-denominated global multi-asset class portfolio

  • Chinese Bonds: Too big to ignore?

    Recent tax reforms and the expected inclusion in global indices of Chinese sovereign bonds has shone a spotlight on a vast, under-exploited, multi-trillion bond market

View more Analysis from IPE

Head Office
20 Canada Square
London
E14 5LH
United Kingdom
Contact
Client Services Tel. +44 20 7176 8888
Company website:
http://www.spdji.com
Parent Company:
S&P Global

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What’s new

  • Is the Low Volatility Anomaly Universal?

    Is the Low Volatility Anomaly Universal?

    White papersThu, 9 May 2019

    Low volatility investing gained immense popularity in the last decade. A proliferation of passive investment vehicles based on this concept attracted more than $70 billion in assets globally as of the end of February 2019.

  • Frequently Asked Questions: S&P ESG Index Series

    Asset Manager NewsThu, 9 May 2019

    Explore how a new measure of Green REITs is bringing transparency to ESG in the Real Estate sector

  • Spoiler Alert: Yes

    White papersThu, 25 Apr 2019

    We recently updated our paper asking Is the Low Volatility Anomaly Universal? The alert reader (and we have no other kind) will have guessed that it is. This is an empirical conclusion, but a theoretical digression might help explain why this is so remarkable.

  • Volatility Test: Defensive Factor Indices versus Actively Managed Funds

    White papersWed, 24 Apr 2019

    Indices based on factors such as low volatility and quality generally have defensive characteristics. These strategies tend to outperform the broad benchmark in down markets, as previous studies have shown.

  • Understanding the S&P Managed Risk 2.0 Indices

    Understanding the S&P Managed Risk 2.0 Indices

    White papersTue, 23 Apr 2019

    S&P Dow Jones Indices, in collaboration with Milliman, has introduced a series of managed risk 2.0 indices that provide core equity strategies with an embedded risk-management feature. The key features of this strategy are the following.

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