Resources for Insurance Product Issuers

  • image1

    A Performance Analysis of Variable Annuities with Risk Control

    Find out how a variable annuity with risk control provides caps and floors to the performance of the underlying investment options.

  • image1

    Understanding the S&P Managed Risk 2.0 Indices

    Learn about a new approach to mitigating risk.

  • image1

    The Next Generation of Risk Management: S&P Managed Risk 2.0 Indices

    Look inside this innovative strategy and explore the range of potential applications

  • image1

    S&P Managed Risk 2.0 Indices

    Learn how indices can offer downside protection without limiting the opportunities for gains.

  • image1

    S&P MARC 5% Index

    Learn more about a dynamic multi-asset strategy.

  • image1

    Innovating for Insurance: S&P MARC 5% Index

    Explore the mechanics of a dynamic multi-asset strategy that provides diversification with a simple risk-weighting framework.

  • image1

    Limiting Risk, Not Returns

    How does the S&P 500 Low Volatility Daily Risk Control 5% Index Work?

  • image1

    S&P 500® Low Volatility Daily Risk Control 5% Index

    Limiting Risks, Not Returns.

  • image1

    Limiting Risk Exposure With S&P Risk Control Indices

    Explore the design and potential benefits of the S&P 500® Low Volatility Daily Risk Control 5% Index.

  • image1

    Building a New Retirement Benchmark

    Learn how this multi-asset benchmark measures baby boomers’ shifting spending priorities, while limiting volatility.

  • image1

    S&P U.S. Retiree Spending Index

    Tracking the Boomers…and beyond.

  • image1

    Big Things Come in Small Packages

    What sets the S&P SmallCap 600® apart from other small-cap indices?

  • image1

    A Fundamental Look at S&P 500 Dividend Aristocrats®

    Learn more about how the fundamentals behind the strategy are driving its outperformance.

  • image1

    Adapt to Changing Market Conditions: S&P Economic Cycle Factor Rotator Index

    Look inside a dynamic factor rotation strategy designed to time factors in different phases of the business cycle.

  • image1

    The Power of Core

    How can the headline S&P 500, S&P MidCap 400, and S&P SmallCap 600 power up your core?

  • image1

    Index Returns

    View monthly performance returns for select indices.

  • image1

    Hedging Considerations for Insurers

    Understand the hedging considerations insurers face and the tools available to help manage risk.

  • image1

    How Can Flex Options Mitigate Risk?

    Learn more about flex options and how insurers could use them to hedge annuity risk.

Resources for Insurance Investment Officers

  • image1

    ETFs in Insurance General Accounts – 2019

    How are Insurance companies using ETFs today?

  • image1

    How Do Insurance Companies Use ETFs?

    Insurers continue to look to ETFs to serve a broad range of functions.

  • image1

    How do Fixed Income Strategies Fare in Periods of Crisis?

    How might the ETFs’ past performance inform risk management decisions?

  • image1

    Pinpointing Value in the Leveraged Loan Market

    How can investors find opportunities in the leveraged loan market?

  • image1

    A Window on Index Liquidity

    How active are users of passive investment vehicles?

  • image1

    A Tale of Two Small-Cap Benchmarks

    A look at the S&P SmallCap 600® versus the Russell 2000®

  • image1

    The S&P MidCap 400®: Outperformance & Applications

    Discover why this often-overlooked market segment may be worth considering

  • image1

    A Look at Muni Bonds as Core

    Why should muni bonds be considered a core asset class?

  • image1

    The S&P 500 ESG Index

    Discover the potential risk/return benefits of a new path to Core.

  • image1

    Rethinking the U.S. IG Corporate Bond Market

    Explore how an innovative new measure of S&P 500® debt is redefining the IG bond market.

  • image1

    A Look Inside Green Bonds

    What sets green bonds apart from other ESG fixed income investments?

  • image1

    Going Green to Access Yield

    How and why are green bonds being implemented by institutional investors?

  • image1

    SPIVA® Institutional Scorecard

    How do fees affect the active vs. passive debate?

Processing ...