Tag Archives: core ESG
Follow the ESG Leaders
The S&P 500® ESG Leaders Index is constructed using securities from the S&P 500 ESG Index that meet stricter sustainability criteria, while maintaining similar overall industry group weights as the S&P 500.1 The S&P 500 ESG Leaders Index takes its underlying index up a notch by applying additional exclusionary screenings based on business activities such…
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How Does the S&P 500 ESG Index Work?
Look under the hood of the sustainability-focused version of the S&P 500 and discover how index design influences diversification and performance.
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Examining a Broad-Based Approach to ESG
Take a closer look at the index design and data powering S&P DJI’s headline ESG indices with Maggie Dorn and DWS’ Taylor Anderson.
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Using Indices to Help Align ESG Goals and Values
Take a closer look at the importance of index construction and underlying data across the ESG spectrum with S&P DJI’s Ben Leale-Green.
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The (Re)Balancing Act of the S&P 500 ESG Index
It is that time of year yet again: the seasons are changing, spring is in the air and the S&P 500® ESG Index has undergone its fourth annual rebalance. Just as it has in years past, the changes of the 2022 rebalance reflect the delicate balancing act of providing for broad-based market exposure but with…
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How Does the S&P Europe 350 ESG Index Work?
Launched in 2019, the S&P Europe 350® ESG Index is designed to represent a broad-based, sustainable European benchmark. The index looks to provide an efficient tool for those aiming to focus on the European market, while aligning investments with ESG principles. Here, we dive into how the index achieves this—and why index design matters. How…
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An ESG Solution for Varying Objectives: S&P 500 ESG-Based Indices
When it comes to ESG indices, different objectives require different solutions. Indices can range from simple to sophisticated, concentrated to benchmark-like, broad environmental, social and governance to climate-focused, and more. Our growing suite of ESG indices aims to serve a wide range of ESG needs and support the alignment of investments with ESG principles. When…
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Oil, Gas, and ESG: S&P Europe 350 ESG Index Increased Sensitivity (or Lack Thereof)
Commodities crushed it in 2021, with stretched supply chains a driving factor. The strong performance didn’t stop as we entered 2022. In this blog, we specifically look at crude oil and natural gas, which have outperformed the European equity market by some distance since the start of 2021 (see Exhibit 1), and what this can…
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- Commodities, ESG
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Boston Marathon Can Teach Us about the S&P 500 ESG Index Methodology
Today is the 125th Boston Marathon—a big day in the world of distance running. Organized by the Boston Athletic Association (BAA), it is perhaps the pre-eminent annual event on the global marathon calendar. The 20,000 runners in today’s race were selected in May 2021, around the same time S&P DJI rebalanced the constituents of the…
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Tilting Toward Sustainability with the S&P/NZX 50 Portfolio ESG Tilted Index
As they begin their journey in environmental, social, and governance (ESG) investing, many market participants are realizing that there are multiple ways in which an index methodology can incorporate ESG characteristics. Some strategies will look to screen out particular industry groups or companies participating in various business activities, while other strategies will make relative adjustments…
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