Brandon Hass
Global Head of Client Solutions Group, Direct Indexing and Model Portfolios, S&P Dow Jones Indices
Explore new territories with greater confidence
S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
Your Gateway to Index Data
Explore new territories with greater confidence
Our Services
Professional Resources
S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
Asset Class
Themes
By Region
Our Exchange Relationships
S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
Equity
Fixed Income
Commodities
Dividends & Factors
Multi-Asset
Other Strategies
Sustainability
Thematics
Digital Assets
Indicators
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
Research & Insights
Education
Performance Reports
SPIVA®
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Events & Webinars
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
S&P DJI has an extensive history of delivering robust and transparent benchmarks to the financial industry and always endeavors to deliver high quality indices in conformity with our core values and in compliance with all applicable laws and regulations as well as industry standards and guidelines. S&P Global's Code of Business Ethics coupled with S&P DJI policies and procedures set the standard for an effective governance program.
Find out what makes our indices tick—access index policies and methodologies, GICS® structure definitions, rebalancing and holiday schedules, and other information related to index calculation and maintenance.
Governance
Methodologies
Consultations
Our consultations enable members of the investment community to provide feedback on potential changes to index methodologies.
Your Gateway to Index Data
SPICE
Your Gateway to Index Data
S&P Global Offerings
Featured Topics
Featured Products
Events
Global Head of Client Solutions Group, Direct Indexing and Model Portfolios, S&P Dow Jones Indices
Brandon Hass is Global Head of Client Solutions Group, Direct Indexing and Model Portfolios at S&P Dow Jones Indices (S&P DJI). In this role, he leads commercial strategy and initiatives that drive awareness, engagement and education around index-based solutions in the marketplace. He frequently provides thought leadership and subject matter expertise to financial professionals and senior corporate executives at some of the world’s leading asset and wealth management firms. Since joining S&P DJI in 2022, Brandon has held various roles across the commercial organization.
Prior to joining S&P DJI, Brandon spent over a decade specializing in portfolio strategy and investment advisory. He has extensive experience in buy-side investment consulting and capital markets, having held senior positions as a portfolio strategist and investment specialist for one of the world’s leading wirehouses.
Brandon earned a BSBA from the University of Central Florida and an MBA with a concentration in data analytics from Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He holds a Certified Investment Management Analyst (CIMA®) designation from the Investments and Wealth Institute in partnership with the Wharton School.
As financial advisors increasingly use index-based strategies to help scale their practices, many are turning to index providers not only for benchmarks—but also for insights. A recent whitepaper1 from Cerulli Associates analyzes why and how a segment of advisors, known as “index provider content users,” are actively using these insights to inform their decision-making and…

Direct indexing separately managed accounts (SMAs) are gaining traction, especially among financial advisors serving affluent and high-net-worth clients. In their recent whitepaper, Cerulli Associates projects a five-year compound annual growth rate (CAGR) of 16% for direct indexing SMA assets—the highest among all investment vehicles considered.1 In this blog, we unpack what is driving the growth…

Growing demand for index-based strategies has been driven by financial advisors seeking low-cost solutions as they reallocate their time from investment management to financial planning. While index adoption is gaining momentum across advisor types, a distinct segment is setting the pace for deeper engagement, in-depth evaluation and sophisticated implementation of passive solutions: the index-based product…

The growing adoption of model portfolios among wealth managers has spurred asset managers, home offices and other model providers to expand their offerings. Accessing quality data on underlying indices is essential to model development—and in some cases can be a barrier to product innovation. A recent whitepaper by Cerulli Associates1 examines the challenges asset managers…

Index providers have long played an important role in financial markets by developing and maintaining transparent, rules-based benchmarks, but, beyond supplying index data, they can also potentially offer brand awareness and educational resources for use in asset managers and wealth managers’ product positioning. Amid the plethora of investment products available to investors and the within…

Index providers do far more than supply the benchmarks that index-based products aim to track. They also offer a range of services that wealth managers may look to in an effort to sharpen their strategies, streamline operations and deepen advisor engagement. Yet, some firms still treat index providers solely as data vendors—underutilizing a broader toolkit…

Recent activities indicate that indexing is on the rise in wealth management. A previous blog introduced Cerulli Associates’ new whitepaper, which explores how index-based strategies are reshaping U.S. wealth management.1 Financial advisors with at least 10% of client assets invested in exchange-traded funds (ETFs) are allocating 46% of client assets to index-based strategies today, with…