Month: November 2020

S&P Risk-Managed Target Date 2055 (Aggressive Glide Path)

S&P Risk-Managed Target Date 2055 (Aggressive Glide Path)

The S&P Risk-Managed Target Date Indices are designed to measure the performance of a set of weighted-return indices, each aligned with specific target date years. The subindex allocation for each index is determined once a year, through a survey of large fund management companies offering target date products.
S&P Risk-Managed Target Date 2055 (Aggressive Glide Path)
Source: Dow

S&P Risk-Managed Target Date 2055 (Moderate Glide Path)

S&P Risk-Managed Target Date 2055 (Moderate Glide Path)

The S&P Risk-Managed Target Date Indices are designed to measure the performance of a set of weighted-return indices, each aligned with specific target date years. The subindex allocation for each index is determined once a year, through a survey of large fund management companies offering target date products.
S&P Risk-Managed Target Date 2055 (Moderate Glide Path)
Source: Dow

S&P Risk-Managed Target Date 2060+ (Aggressive Glide Path)

S&P Risk-Managed Target Date 2060+ (Aggressive Glide Path)

The S&P Risk-Managed Target Date Indices are designed to measure the performance of a set of weighted-return indices, each aligned with specific target date years. The subindex allocation for each index is determined once a year, through a survey of large fund management companies offering target date products.
S&P Risk-Managed Target Date 2060+ (Aggressive Glide Path)
Source: Dow

S&P Dynamic Tactical Allocation Index

S&P Dynamic Tactical Allocation Index

The S&P Dynamic Tactical Allocation Index (DTAQ) is a global, systematic, multi-asset allocation strategy that employs trend and volatility signals to determine allocation across different asset classes. The index also uses a U.S. National Activities Index (from the Chicago Fed) as an additional economic growth signal and is designed to measure the combined performance of the resulting asset class mix.
S&P Dynamic Tactical Allocation Index
Source: Dow

S&P EPAC Ex. Korea LargeMidCap Managed Risk Index

S&P EPAC Ex. Korea LargeMidCap Managed Risk Index

The S&P EPAC Ex. Korea LargeMidCap Managed Risk Index is designed to simulate a dynamic protective portfolio that allocates between the underlying equity index and cash, based on realized volatilities of the underlying equity and bond indices, while maintaining a fixed allocation to the underlying bond index.
S&P EPAC Ex. Korea LargeMidCap Managed Risk Index
Source: Dow