Maria Sanchez
Director, Sustainability Index Product Management, U.S. Equity Indices, S&P Dow Jones Indices
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Director, Sustainability Index Product Management, U.S. Equity Indices, S&P Dow Jones Indices
María Sánchez is Director, Sustainability Index Product Management, U.S. Equity Indices at S&P Dow Jones Indices (S&P DJI). In her role, she assists in the strategy for developing sustainability indices built on U.S. equity benchmarks, including the iconic S&P 500®.
María joined S&P DJI in 2015 as Associate Director, Global Research & Design, responsible for the conceptualization and design of new indices. Prior to joining S&P DJI, María was a portfolio manager and trader of insurance and private pension fund mandates with HSBC Global Asset Management Mexico. María also held various roles at ING Bank Mexico, including structured products management, market risk management, and money market management.
María is a CIPM® certificant. CIPM is a registered trademark owned by the CFA Institute.
S&P Dow Jones Indices (S&P DJI) launched the S&P 500® Christian Values Screened Index in September 2025. This milestone reflects S&P DJI’s philosophy as an independent index provider: offering choices to market participants while maintaining the objectivity and governance required by institutional investors. Values-based investment can be traced back to 18th-century Christians in the U.S….

Over the last 10 years, sustainable investing has become increasingly prevalent, and concerns surrounding the risk of greenwashing have increased. To assist S&P DJI’s customers with new European Securities and Markets Authority (ESMA) fund naming guidelines, S&P DJI announced the renaming of the S&P 500® ESG Index to the S&P 500 Scored & Screened Index….

When considering the success of an index, many often think in terms of performance metrics. However, the true measure of an index’s success lies in how well it meets its objectives. The S&P 500® ESG Index focuses on selecting and ranking index constituents using ESG scores compared to the underlying S&P 500. The index achieves…

When it comes to integrating environmental, social and governance (ESG) factors into investment strategies, market participants may be interested in deviations from the benchmark. Tracking error is a widely used metric that helps measure the size of these deviations. Improving the ESG profile of a composition often means accepting a higher tracking error due to…

In a recent public consultation, evolving investor sentiment and the changing needs of the ESG landscape were reflected through S&P DJI stakeholders’ feedback on the S&P ESG Indices. The results were published April 1, 2022.1 So, what are the changes? Quarterly eligibility checks instead of annual to incorporate the latest available information on a more…

The saying goes, “What does not kill you makes you stronger,” but could that strength translate into a greater chance of survival? Perhaps, especially if all future risks were equal or sufficiently similar to the one that was survived—assuming, of course, that one learned from that first experience. The survival of mutual funds could follow…

The recently published SPIVA® Latin America Year-End 2020 Scorecard shows that the volatile environment of 2020, though potentially favorable for high-conviction active managers, did not necessarily translate into success for active managers. SPIVA scorecards measure the performance of active funds against an appropriate benchmark. For Latin America, S&P Dow Jones Indices began publishing the scorecard…

We recently published our industry-famous SPIVA report for the Latin America region. SPIVA, which stands for S&P Indices Versus Active, analyzes the performance of actively managed mutual funds against their respective category benchmark. In the case of Latin America, S&P Dow Jones Indices began publishing the scorecard in 2014, covering Brazil, Chile, and Mexico. The…

There were impressive results for active managers in the Brazil Corporate Bond Funds category, with 93.6% of them beating the benchmark in March 2020 and 88.2% Q1 2020. However, were these performance results due to true skill? This outperformance may be related to a market distortion. On the one hand, Brazil’s corporate bond funds experienced…

Low volatility and dispersion make it harder for active managers to add value. In other words, high volatility and high dispersion environments are expected to favor active managers to demonstrate their skill. In this aspect, March 2020 offered an opportunity to active managers[1] across the world, including in Latin American equity markets. High dispersion and…