Emily Ulrich
Former Senior Product Manager, ESG Indices, S&P Dow Jones Indices
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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
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Former Senior Product Manager, ESG Indices, S&P Dow Jones Indices
When people think of a low-carbon economy, the U.S. may not be the first one to come to mind. In almost all things ESG, Europe is considered the leader. However, the U.S. market has made some strides in recent years. The carbon footprint of the S&P 500® has actually been declining since 2011, as illustrated…
I’ve previously written about the convergence of typical “strategy” or “factor” indices with sustainable indices. In 2016, we saw this rise as a trending topic in the market and we expect the interest to increase in 2017. This multifaceted approach has been well illustrated in many aspects of our offerings, but I wanted to focus…
Some market participants may (understandably) get confused about the difference between “fossil fuel free” indices and “carbon efficient” indices. They do sound a lot alike! However, there are some important differences, and I thought I’d use this post to explain. In a previous post, I discussed the elements of sustainability investing and the nature of…
Green bonds are bonds created to fund projects with positive outcomes that are directly related to the environment. They include the following. “Use of proceeds” bonds and revenue bonds, which are designated for green projects. Green project bonds, the proceeds of which are earmarked for specific projects with positive environmental outcomes. Green securitized bonds, which…
When it comes to sustainable investing, three factors are typically used as measurements: social, environmental, and governance. For most of us, the benefit to reducing our environmental impact is obvious. The importance of governance has also been well researched by S&P Dow Jones Indices—just look at the S&P LTVC Global Index. The social factor, however,…
Lately, it seems like millennials have been everywhere: in the news, peppered throughout pop culture, and a serious topic of debate among the investment and financial landscape. So—who are the millennials and why do they matter? What impact will their wealth and world views have on sustainable investing? “Millennials” refers to the generation born between…
Sustainability investing is one of the fastest-growing segments of the asset management industry. It is also one of its most complex. This posts aims to provide some clarity on this increasingly relevant topic. Sustainable investing means looking at “extra-financial” variables, i.e., environmental, social, and governance (ESG) factors (together or separately) when making investment decisions. Such…