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maria_sanchez

Maria Sanchez

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®.
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Apr 20, 2026

The S&P 500 Catholic Values Index: 10 Years and Counting – Part 2

The S&P 500® Catholic Values Index has a decade-long track record that highlights the historical effectiveness of its sector-neutral approach to values-based indexing. An important feature of the S&P Catholic Values Indices Methodology is its sector weight redistribution approach. Rather than allowing exclusions to create potential sector tilts, the weights of excluded companies are proportionally…

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Apr 16, 2026

S&P 500 Catholic Values Index: 10 Years and Counting – Part 1

For over a decade, the S&P 500® Catholic Values Index has served as a rules-based tool to help market participants that seek to align their investments with their values. The index was officially launched on Aug. 10, 2015, and excludes companies involved in activities inconsistent with the Socially Responsible Investment Guidelines of the U.S. Conference…

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Mar 4, 2026

Introducing a Low-Carbon Solution: The S&P 500 CTB Base+ Index

Climate-focused institutional investors face the challenge of reducing carbon exposure while maintaining broad market representation and the ability to closely track the performance of the underlying market. The S&P 500® CTB Base+ Index offers a practical solution that can be used to measure the performance of constituents from the underlying index that meet specific climate…

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Sep 8, 2025

The S&P 500 Christian Values Screened Index: A New Benchmark to Serve Faith-Based Needs

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….

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Feb 12, 2025

What’s in a Name? From S&P 500 ESG Index to S&P 500 Scored & Screened Index

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….

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Nov 12, 2024

A Measure of Success – The Evolution of ESG Scores in the S&P 500 ESG 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…

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Sep 11, 2024

Maintaining Low Tracking Error: The Construction of the S&P 500 ESG Index

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…

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Apr 27, 2022

What Is New in S&P ESG Indices?

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…

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Nov 16, 2021

Let’s Talk about Survivorship – SPIVA Latin America Scorecard

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…

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Apr 14, 2021

SPIVA Latin America Year-End 2020 Scorecard: Active Managers Missed an Opportunity

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…

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