S&P U.S. Retiree Spending Index (TR)


The S&P U.S. Retiree Spending Index measures the performance of a balanced, multi-asset investment strategy across equities and fixed income. The equity exposure in the index targets economic sectors that are expected to be impacted by retiree spending due to a changing US demographic and the fixed income exposure helps to reduce the equity risk and overall portfolio volatility.

For Index Committee membership, including the chairperson and key contacts, please refer to the methodology.

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