NEW YORK, June 29, 2017 /PRNewswire/ -- $11.7 trillion in assets globally are tracking indices managed by S&P Dow Jones Indices (S&P DJI) as of Dec. 31, 2016, according to its annual survey of assets. Of that total, more than $7.4 trillion is comprised of benchmarked assets, while another $4.2 trillion is directly indexed via exchange-traded products (ETPs) and other investment vehicles.
$8.7 trillion in assets is benchmarked or indexed to the S&P 500®, the world's most-followed index as measured by assets under management (AUM). The survey, which represents data as of Dec. 31, 2016, is available here.
"In the sixty years since the launch of the S&P 500, market participants across geographies and disciplines have embraced independent and transparent financial market indices," said Alex Matturri, CEO of S&P Dow Jones Indices. "Investors today expect benchmarks across all asset classes, styles and exposures to meet rigorous international standards. Alongside the established presence of the renowned securities exchanges within its dynamic network of alliances, S&P Dow Jones Indices remains committed to meeting this demand."
Other data gathered from the survey includes:
Survey Highlights (as of Dec. 31, 2016):
- Approximately $4.2 trillion in total assets are indexed to S&P DJI indices, a 37.0% increase from approximately $3.1 trillion as of Dec. 31, 2015;
- Approximately $1.04 trillion in ETP assets track S&P DJI indices, a market-leading market share of approximately 28% of all ETP assets globally and a 27.8% increase from approximately $815 billion as of Dec. 31, 2015;
- Approximately $184 billion in total assets are indexed to S&P DJI's smart beta indices, a 26.3% increase from approximately $146 billion as of Dec. 31, 2015; and
- Approximately $40.9 billion in total assets are indexed to S&P DJI's fixed income indices, a 33.6% increase from approximately $30.6 billion as of Dec. 31, 2015.
S&P Dow Jones Indices has more than 120 years of experience as the world's leading provider of index-based concepts, data and research.
For more information about S&P Dow Jones Indices, please visit www.spdji.com.
ABOUT S&P DOW JONES INDICES
S&P Dow Jones Indices is 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 and more than 120 years of experience constructing innovative and transparent solutions, S&P Dow Jones Indices defines the way investors measure and trade the markets.
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. For more information, visit www.spdji.com.
SOURCE S&P Dow Jones Indices