Index providers play a foundational role in the index-based products and asset allocation model portfolios now widely used in U.S. wealth management, yet they remain underutilized.
Together with Cerulli Associates, S&P Dow Jones Indices published a research study on the use of index-based products and solutions within the U.S. wealth management market. The research aims to highlight such use while assessing how asset managers, asset allocation model portfolio providers, wealth manager home offices, and financial advisors can better leverage index providers’ solutions.
Key takeaways can be found on S&P Dow Jones Indices’ website and the full report can be downloaded from Cerulli here.
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