#United States #New York #Lincoln International #S&P Lincoln #Debt Index

Enhanced S&P Lincoln Senior Debt Index Series

On August 11, 2026, S&P Dow Jones Indices (S&P DJI) and Lincoln International revealed significant improvements to the S&P Lincoln Senior Debt Index Series. This newly enhanced series aims to provide investors with better tools to monitor fluctuations in the private loan market. One of the key changes involves the transition from quarterly to monthly publication of the indices, enabling investors to receive insights in a more timely manner.

The S&P Lincoln Senior Debt Indices utilize proprietary valuation data from Lincoln, coupled with one of the largest private credit datasets in the industry. This combination is fortified by S&P DJI's extensive expertise in the areas of index design, administration, and governance. Through these enhancements, investors are empowered to assess performance across a broader range of market segments including various industry sectors like technology, healthcare, and industrials, alongside categories categorized by loan size and company earnings. The enhancements retain the independent, rules-based approach characteristic of S&P DJI’s flagship indices.

Cameron Drinkwater, Chief Product Operations Officer at S&P Dow Jones Indices, emphasizes the increasing need for visibility in private credit markets, stating, "Better visibility is a strategic advantage in private credit. Transitioning the S&P Lincoln Senior Debt Index Series to a monthly reporting frequency provides market participants timely insights into an increasingly vital market that previously lacked frequent, independent benchmarks."

Ron Kahn, Managing Director and Co-Head of Lincoln International's Valuation and Opinions Group, echoes the sentiment regarding the heightened expectations from investors for transparency in private markets. Kahn comments, "Investor expectations for clarity within private markets are at an unprecedented high. With the shift to monthly reporting and the inclusion of sub-indices focusing on key industry sectors and borrower size classifications, we are equipping subscribers with independent benchmarks that more accurately represent performance in the direct lending environment throughout the year."

Looking to the future, S&P DJI and Lincoln International are eager to continue broadening the index family and developing additional resources designed to enhance transparency and facilitate better benchmarking in the evolving landscape of private markets. The emphasis is on ensuring that investors remain well-informed in a sector characterized by rapid changes.

For more detailed insights into this enhanced index series, the companies invite interested parties to learn more here. More about S&P Dow Jones Indices' solutions for private markets can be found at their official site.

Lincoln International, renowned for its leadership in private market valuations and proprietary data, combines significant market insights that allow investors to benchmark performance and evaluate risks effectively. More information about Lincoln International can be accessed through their website.

About S&P Dow Jones Indices

S&P Dow Jones Indices stands as the world’s leading resource for essential data, index-based concepts, and research. It is home to influential financial benchmarks like the S&P 500® and the Dow Jones Industrial Average®. The company's extensive work in index creation and administration began with the inception of the first index by Charles Dow in 1884. Today, S&P DJI plays a pivotal role in helping investors navigate various asset classes efficiently. For further details, visit www.spglobal.com/spdji.

Disclaimer

Investment products built on S&P DJI’s indices are not sponsored or sold by S&P DJI or its affiliates, and these entities do not endorse any investment products based on the indices. This press release may contain forward-looking statements regarding the expansion and development of the index family, which are subject to various risks and uncertainties.