S&P Target Risk Indices Suggested as Benchmarks for Model Portfolios

Kyle Geers shared this idea 6 years ago
Under Consideration

When comparing/analyzing model portfolios, often times a single benchmark such as the S&P 500 or Barclays US Agg aren't great fits if you're looking at balanced allocations.


Our S&P Target Risk Indices are generally much better solutions, however many clients don't know they exist, how to find them, or what asset allocations they cover. I think if we included these as a suggestion within the '?' pop up it would be extremely helpful for our users. Something similar to the below:


Conservative - ^STRD

Moderate - ^STRB

Growth - ^STRC

Aggressive - ^STRA

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If needed, additional info can be found on the factsheet and methodology reports on this page: https://us.spindices.com/indices/multi-asset/sp-target-risk-aggressive-index

Replies (1)

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Is there any chance we can add these indices on a total return basis?

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