The NYSE Financial Index tracks the performance of the equity components on the New York Stock Exchange that offer goods and services in the financial industry by market capitalization. Between ************ and *************, the value of the NYSE Financial Index fluctuated significantly and reached ********* index points.

LSEG is one of the world’s largest sources of index pricing, composition content, and history. Browse LSEG Indices.

Graph and download economic data for Chicago Fed National Financial Conditions Index (NFCI) from 1971-01-08 to 2025-10-03 about financial, indexes, and USA.

An index that can be used to gauge broad financial conditions and assess how these conditions are related to future economic growth. The index is broadly consistent with how the FRB/US model generally relates key financial variables to economic activity. The index aggregates changes in seven financial variables: the federal funds rate, the 10-year Treasury yield, the 30-year fixed mortgage rate, the triple-B corporate bond yield, the Dow Jones total stock market index, the Zillow house price index, and the nominal broad dollar index using weights implied by the FRB/US model and other models in use at the Federal Reserve Board. These models relate households' spending and businesses' investment decisions to changes in short- and long-term interest rates, house and equity prices, and the exchange value of the dollar, among other factors. These financial variables are weighted using impulse response coefficients (dynamic multipliers) that quantify the cumulative effects of unanticipated permanent changes in each financial variable on real gross domestic product (GDP) growth over the subsequent year. The resulting index is named Financial Conditions Impulse on Growth (FCI-G). One appealing feature of the FCI-G is that its movements can be used to measure whether financial conditions have tightened or loosened, to summarize how changes in financial conditions are associated with real GDP growth over the following year, or both.

1990

In 2025, Indonesia's financial inclusion index was around **** percent. The same survey found that the financial literacy index of the country reached about **** percent. This indicates financial services are widely used, but are not complemented by adequate financial literacy.

Graph and download economic data for Chicago Fed Adjusted National Financial Conditions Index (ANFCI) from 1971-01-08 to 2025-09-26 about adjusted, financial, indexes, and USA.

According to Cognitive Market Research, the global index fund market size was USD XX million in 2024. It will expand at a compound annual growth rate (CAGR) of 6.00% from 2024 to 2031.

North America held the major market share for more than 40% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 4.2% from 2024 to 2031.
Europe accounted for a market share of over 30% of the global revenue with a market size of USD XX million.
Asia Pacific held a market share of around 23% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 8.0% from 2024 to 2031.
Latin America had a market share of more than 5% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 5.4% from 2024 to 2031.
Middle East and Africa had a market share of around 2% of the global revenue and was estimated at a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 5.7% from 2024 to 2031.
The insurance fund held the highest index fund market revenue share in 2024.

Market Dynamics of Index Fund Market

Key Drivers for Index Fund Market

Increased Awareness and Education About Investing to Increase the Demand Globally

Increased awareness and education about investing have driven the growth of the index fund market. As people become more informed about financial principles, they realize the advantages of index funds, including low expenses, diversification, and transparency. Understanding the advantages of passive investing over operational management fosters confidence in index funds as dedicated vehicles for long-term wealth accumulation. This heightened attention drives greater participation in the market, shaping it into a key element of many investors' portfolios and contributing to its ongoing expansion.

Changes in Regulatory Policies, Such As Tax Laws Or Securities Regulations to Propel Market Growth

Changes in regulatory policies, like alterations in tax laws or securities regulations, can profoundly impact the index fund market. Shifts in tax codes may affect investors' after-tax returns, influencing their investment decisions. Similarly, changes in securities regulations can influence the structure and function of index funds, potentially limiting their attractiveness or compliance needs. Such changes can lead to changes in investor behavior, fund implementation, and market dynamics, highlighting the interconnectedness between regulatory conditions and the index fund market's strength and development trajectory?.

Restraint Factor for the Index Fund Market

Changes in Financial Regulations to Limit the Sales

Changes in financial regulations can significantly impact the index fund market. Stricter regulatory requirements may improve compliance expenses for fund managers, potentially directing investors to higher fees. Additionally, regulations that restrict certain types of investments or mandate more comprehensive reporting can decrease the flexibility and attractiveness of index funds. Conversely, regulations encouraging transparency and investor protection can increase confidence and participation in the market.

Impact of Covid-19 on the Index Fund Market

The COVID-19 pandemic significantly impacted the index fund market, initially causing volatility and sharp drops. However, it also revved a shift towards passive investing due to market anticipation and the search for stability. Investors flocked to index funds for their low expenses, diversification, and constant performance. The subsequent market recovery, fueled by monetary and fiscal stimulation, further expanded index fund assets. Overall, the pandemic highlighted the resilience of index funds and solidified their attraction as a core investment strategy during times of economic uncertainty. Introduction of the Index Fund Market

An index fund is a type of mutual fund or ETF designed to replicate the performance of a specific financial market index, delivering low costs, broad diversification, and passive investment management. Growing disposable incomes in developing regions significantly boost the index fund market. As individuals in these areas gain more financial stability, they seek investment opportunities to increase their wealth. Index funds, with their low expenses, ...

Graph and download economic data for Chicago Fed National Financial Conditions Risk Subindex (NFCIRISK) from 1971-01-08 to 2025-09-26 about adjusted, financial, indexes, and USA.

Financial Stress Index (STLFSI3) data was reported at -1.706 % in 28 Oct 2022. This records an increase from the previous number of -1.855 % for 21 Oct 2022. Financial Stress Index (STLFSI3) data is updated weekly, averaging -0.201 % from Dec 1993 (Median) to 28 Oct 2022, with 1505 observations. The data reached an all-time high of 8.257 % in 10 Oct 2008 and a record low of -1.887 % in 12 Aug 2022. Financial Stress Index (STLFSI3) data remains active status in CEIC and is reported by Federal Reserve Bank of St. Louis. The data is categorized under Global Database’s United States – Table US.S018: Financial Stress Index.

This table contains 14 series, with data for years 1971 - 1997 (not all combinations necessarily have data for all years), and was last released on 2000-02-18. This table contains data described by the following dimensions (Not all combinations are available): Geography (1 items: Canada ...), Financial indexes (7 items: Conventional mortgage lending rates; Chartered bank lending rates prime business loans; United States exchange rate; Bond yield averages ...), Index base period (2 items: 1986=100;1981=100 ...).

This statistic presents the returns of the S&P 500 Financials Index in the United States from 2007 to 2023. The financial sector had its worst year in 2008, where it lost **** percent of its value. In 2023, it gained **** percent of value, despite recording a loss in the previous year.

United States OFR Financial Stress Index: Emerging Markets data was reported at -0.246 Index in 13 May 2025. This records a decrease from the previous number of -0.245 Index for 12 May 2025. United States OFR Financial Stress Index: Emerging Markets data is updated daily, averaging -0.054 Index from Jan 2000 (Median) to 13 May 2025, with 6409 observations. The data reached an all-time high of 1.232 Index in 23 Mar 2020 and a record low of -0.471 Index in 16 Feb 2021. United States OFR Financial Stress Index: Emerging Markets data remains active status in CEIC and is reported by Office of Financial Research. The data is categorized under Global Database’s United States – Table US.S: OFR Financial Stress Index.

Direct Indexing for Wealth Management Market Outlook

According to our latest research, the Direct Indexing for Wealth Management market size reached USD 7.2 billion in 2024 globally, reflecting a robust growth trajectory underpinned by rising demand for personalized investment solutions. The market is projected to expand at a CAGR of 13.8% from 2025 to 2033, with the total market value anticipated to reach USD 22.4 billion by 2033. The primary growth driver is the increasing adoption of digital platforms and advanced analytics, which enable greater customization and tax efficiency for individual and institutional investors.

The growth of the Direct Indexing for Wealth Management market is fundamentally driven by the shift toward hyper-personalization in investment management. Investors are increasingly seeking bespoke solutions that align closely with their unique financial goals, risk appetites, and ethical values. Direct indexing enables investors to customize portfolios at the individual security level, offering a degree of flexibility and control previously unavailable in traditional index funds or ETFs. This customization is particularly attractive for high-net-worth individuals and family offices, who are looking to optimize tax outcomes, exclude certain securities for ESG reasons, and fine-tune risk exposures. The proliferation of digital wealth management platforms and the democratization of financial technology have further accelerated the adoption of direct indexing, making it accessible to a broader spectrum of investors.

Another significant growth factor is the increasing focus on tax optimization. Direct indexing allows investors to harvest tax losses more efficiently by selling individual securities at a loss to offset capital gains elsewhere in the portfolio. This tax-loss harvesting strategy, combined with the ability to defer gains and rebalance portfolios with minimal tax impact, has become a compelling value proposition for both individual and institutional investors. As tax regulations become more complex and investor awareness of tax-efficient strategies grows, the demand for direct indexing solutions is expected to outpace traditional investment vehicles. Financial advisors and wealth managers are leveraging advanced software and platforms to automate these processes, ensuring compliance and maximizing after-tax returns for their clients.

Technological advancements are playing a pivotal role in shaping the direct indexing landscape. The integration of artificial intelligence, machine learning, and big data analytics into wealth management platforms has enabled real-time portfolio customization, risk management, and performance tracking. Cloud-based deployment models are reducing the barriers to entry for smaller wealth management firms and independent advisors, allowing them to offer sophisticated direct indexing services without the need for significant upfront investment in IT infrastructure. Additionally, the rise of ESG (Environmental, Social, and Governance) investing has catalyzed the adoption of direct indexing, as investors seek to align their portfolios with their ethical and sustainability preferences. These technological and behavioral shifts are expected to sustain double-digit growth rates in the market over the next decade.

Regionally, North America continues to dominate the Direct Indexing for Wealth Management market, accounting for over 48% of global revenues in 2024. This dominance is attributed to the presence of major financial institutions, a mature wealth management industry, and a high degree of digital adoption among investors. Europe is also witnessing significant growth, driven by regulatory support for transparency and investor protection, as well as a rising interest in sustainable investing. The Asia Pacific region is emerging as a lucrative market, with increasing wealth accumulation, digital transformation in financial services, and growing demand for personalized investment solutions. The Latin America and Middle East & Africa regions, while currently smaller in market share, are expected to experience accelerated growth as financial markets mature and digital infrastructure improves.

Graph and download economic data for Contributions to the Cleveland Financial Stress Index: Stock Market Crashes (DISCONTINUED) (SMCD678FRBCLE) from 1991-09-25 to 2016-05-05 about FSI, contributions, and USA.

During the week ending January 3, 2025, the weekly National Financial Conditions Index (NFCI) of the United States stood at ****. This reflects a slight increase from the previous week. The NCFI shows a comprehensive view of the U.S. financial conditions in money markets, debt and equity markets, and banking systems. A positive NFCI value is associated with tighter-than-average financial conditions, while negative values have been historically associated with looser-than-average financial conditions.

Graph and download economic data for Economic Policy Uncertainty Index: Categorical Index: Financial Regulation (EPUFINREG) from Jan 1985 to Jul 2025 about uncertainty, World, financial, and indexes.

Australia ASX Index: Financials data was reported at 8,789.600 Point in Apr 2025. This records an increase from the previous number of 8,323.700 Point for Mar 2025. Australia ASX Index: Financials data is updated monthly, averaging 5,831.200 Point from Apr 2002 (Median) to Apr 2025, with 277 observations. The data reached an all-time high of 9,141.500 Point in Jan 2025 and a record low of 3,044.900 Point in Feb 2009. Australia ASX Index: Financials data remains active status in CEIC and is reported by Australian Securities Exchange. The data is categorized under Global Database’s Australia – Table AU.Z001: Australian Stock Exchange: Indices. The Financial Index (XFJ) contains companies involved in activities such as banking, mortgage finance, consumer finance, specialised finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, and financial investment, and real estate, including REITs.

Abstract

Financial inclusion is critical in reducing poverty and achieving inclusive economic growth. When people can participate in the financial system, they are better able to start and expand businesses, invest in their children’s education, and absorb financial shocks. Yet prior to 2011, little was known about the extent of financial inclusion and the degree to which such groups as the poor, women, and rural residents were excluded from formal financial systems.

By collecting detailed indicators about how adults around the world manage their day-to-day finances, the Global Findex allows policy makers, researchers, businesses, and development practitioners to track how the use of financial services has changed over time. The database can also be used to identify gaps in access to the formal financial system and design policies to expand financial inclusion.

Geographic coverage

National coverage

Universe

The target population is the civilian, non-institutionalized population 15 years and above.

Kind of data

Observation data/ratings [obs]

Sampling procedure

The indicators in the 2017 Global Findex database are drawn from survey data covering almost 150,000 people in 144 economies-representing more than 97 percent of the world's population (see Table A.1 of the Global Findex Database 2017 Report for a list of the economies included). The survey was carried out over the 2017 calendar year by Gallup, Inc., as part of its Gallup World Poll, which since 2005 has annually conducted surveys of approximately 1,000 people in each of more than 160 economies and in over 150 languages, using randomly selected, nationally representative samples. The target population is the entire civilian, noninstitutionalized population age 15 and above. Interview procedure Surveys are conducted face to face in economies where telephone coverage represents less than 80 percent of the population or where this is the customary methodology. In most economies the fieldwork is completed in two to four weeks.

In economies where face-to-face surveys are conducted, the first stage of sampling is the identification of primary sampling units. These units are stratified by population size, geography, or both, and clustering is achieved through one or more stages of sampling. Where population information is available, sample selection is based on probabilities proportional to population size; otherwise, simple random sampling is used. Random route procedures are used to select sampled households. Unless an outright refusal occurs, interviewers make up to three attempts to survey the sampled household. To increase the probability of contact and completion, attempts are made at different times of the day and, where possible, on different days. If an interview cannot be obtained at the initial sampled household, a simple substitution method is used.

Respondents are randomly selected within the selected households. Each eligible household member is listed and the handheld survey device randomly selects the household member to be interviewed. For paper surveys, the Kish grid method is used to select the respondent. In economies where cultural restrictions dictate gender matching, respondents are randomly selected from among all eligible adults of the interviewer's gender.

In economies where telephone interviewing is employed, random digit dialing or a nationally representative list of phone numbers is used. In most economies where cell phone penetration is high, a dual sampling frame is used. Random selection of respondents is achieved by using either the latest birthday or household enumeration method. At least three attempts are made to reach a person in each household, spread over different days and times of day.

Sample size was 1000.

Mode of data collection

Computer Assisted Personal Interview [capi]

Research instrument

The questionnaire was designed by the World Bank, in conjunction with a Technical Advisory Board composed of leading academics, practitioners, and policy makers in the field of financial inclusion. The Bill and Melinda Gates Foundation and Gallup Inc. also provided valuable input. The questionnaire was piloted in multiple countries, using focus groups, cognitive interviews, and field testing. The questionnaire is available in more than 140 languages upon request.

Questions on cash on delivery, saving using an informal savings club or person outside the family, domestic remittances, and agricultural payments are only asked in developing economies and few other selected countries. The question on mobile money accounts was only asked in economies that were part of the Mobile Money for the Unbanked (MMU) database of the GSMA at the time the interviews were being held.

Sampling error estimates

Estimates of standard errors (which account for sampling error) vary by country and indicator. For country-specific margins of error, please refer to the Methodology section and corresponding table in Demirgüç-Kunt, Asli, Leora Klapper, Dorothe Singer, Saniya Ansar, and Jake Hess. 2018. The Global Findex Database 2017: Measuring Financial Inclusion and the Fintech Revolution. Washington, DC: World Bank

United States Index: NYSE Financial data was reported at 7,713.770 31Dec2002=5000 in Nov 2018. This records an increase from the previous number of 7,543.040 31Dec2002=5000 for Oct 2018. United States Index: NYSE Financial data is updated monthly, averaging 6,396.895 31Dec2002=5000 from Dec 2002 (Median) to Nov 2018, with 192 observations. The data reached an all-time high of 9,933.900 31Dec2002=5000 in May 2007 and a record low of 2,518.780 31Dec2002=5000 in Feb 2009. United States Index: NYSE Financial data remains active status in CEIC and is reported by New York Stock Exchange. The data is categorized under Global Database’s United States – Table US.Z001: NYSE: Indexes.