Tag Archives: core ESG

Feb 22, 2021

Accessing the Expanding S&P 500 ESG Index Ecosystem

The S&P 500 ESG Index has redefined mainstream access to ESG, providing global investors with new tools designed to help them align objectives with their ESG values. Explore how this expanding ESG ecosystem is defining the sustainable core with S&P DJI’s Mona Naqvi, Horizon Investments’ Scott Ladner, Axio Financial’s Peter Horacek, and Sage Advisory’s Bob…

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Feb 17, 2021

From Large Cap to All Cap: Introducing the S&P MidCap 400 ESG and S&P SmallCap 600 ESG Indices

Whoever said size doesn’t matter, wasn’t talking about ESG. For years, we’ve known that larger companies tend to fare better when it comes to sustainability.1 But thanks to the launch of the S&P MidCap 400® ESG Index and S&P SmallCap 600® ESG Index, that may be about to change. As per the S&P ESG Index…

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Feb 2, 2021

Simplifying Sustainability: Meet the S&P Sustainability Screened Indices

How are mainstream, exclusion-based approaches to sustainability helping market participants align values and investment objectives? S&P DJI’s Mona Naqvi and iShare’s Sarah Kjellberg explore the design and range of potential applications for the S&P Sustainability Screened Indices.    

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Nov 30, 2020

How Is the ESG Discussion Changing for Advisors?

In a recent webinar I moderated, Brie Williams of State Street Global Advisors joined me to discuss how environmental, social, and governance (ESG) data and investing are now at an important turning point. We ran out of time to answer all the questions we received, and this post follows “Why Now for ESG?” and answers…

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Nov 23, 2020

Why Now for ESG?

In a recent webinar I moderated, Brie Williams of State Street Global Advisors joined me to discuss how environmental, social, and governance (ESG) data and investing are now at an important turning point. During that webinar, we answered some advisor questions. I encourage you to watch this replay if you missed it. We ran out…

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Nov 19, 2020

Core ESG Indexing Is Engaged to Drive Change

I define core ESG indexing as the use of indices designed to apply environmental, social, and governance (ESG) screening and ESG scores to recognized and sometimes iconic indices like the S&P 500®, S&P/ASX 200, or S&P/TSX Composite. These headline indices become actionable components of asset allocation when a fund or separately managed accounts (SMA) provider…

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Sep 24, 2020

Introducing the S&P Sustainability Screened Index Series: A Mainstream Approach to Sustainable Investing

As a pioneer in the index space, S&P DJI has long understood the necessity for evolving indices to address the changing needs of the investor. In recent years, one significant development has been the growing focus on sustainable investing and an increased demand from investors to find strategies more in line with their value and…

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Sep 23, 2020

Thermal Coal Companies Removed from the S&P 500® ESG Index in Response to Market Demand

The fast-changing nature of the ESG landscape is no stranger to those within it. Competing definitions, variability in scoring methodologies, and a spectrum of individual investor objectives have made fertile ground for divergent approaches. However, among this slew of sustainable investment strategies, common threads have emerged. When the S&P 500 ESG Index was launched in…

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