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Direct Indexing: Customization, Transparency and Control

May 30, 2025 | 5m 54s

Learning: Unstructured

How can S&P DJI indices be used with direct indexing? Direct indexing is helping reshape the future of investing, enabling customized solutions that go beyond traditional passive strategies. With hundreds of thousands of our indices available for direct indexing, the possibility for customization is extensive.

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© 2026 S&P Dow Jones Indices. All rights reserved. Redistribution or reproduction in whole or in part is prohibited without written permission. S&P is a registered trademark of S&P Global, Inc. (“S&P Global”) or its affiliates; DOW JONES is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (“S&P DJI”). S&P DJI, S&P Global, Dow Jones and their respective affiliates (collectively, “S&P Dow Jones Indices”) and their third party licensors makes no representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P Dow Jones Indices and their third party licensors shall have no liability for any errors, omissions, or interruptions of any index or the data included therein. Past performance of an index is not an indication or guarantee of future results. Some of the information contained within this podcast or video may represent hypothetical historical performance. Back-tested performance reflects application of an index methodology and selection of index constituents with the benefit of hindsight and knowledge of factors that may have positively affected its performance, cannot account for all financial risk that may affect results and may be considered to reflect survivor/look ahead bias. Actual returns may differ significantly from, and be lower than, back-tested returns. Back-tested performance is for use with institutions only; not for use with retail investors. Please see the Performance Disclosure at www.spglobal.com/spdji/en/disclaimers/ for more information regarding the inherent limitations associated with back-tested and/or hypothetical performance.

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Direct Indexing: Customization, Transparency and Control

Learning: Unstructured

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Direct Indexing: Customization, Transparency and Control

Learning: Unstructured

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Asset Class

Companies

S&P Dow Jones Indices

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