Tag Archives: ESG investing

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 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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Jan 27, 2021

How Deeper Data Impacts ESG Investing

What’s the material impact of the ESG data and scores on index construction and risk/return? Join S&P DJI’s Jaspreet Duhra, UBS Asset Management’s Andrew Walsh, and S&P Global’s Manjit Jus as they discuss the increasingly important role of market-leading ESG assessments. Watch Now: https://www.spglobal.com/spdji/en/index-tv/article/how-deeper-data-impacts-esg-investing/

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Jan 19, 2021

Manage Drawdown and Recovery with Dynamic Allocation

In October 2019, S&P Dow Jones Indices launched the S&P ESG Global Macro Index, an ESG-themed, regionally diversified, volatility-managed, multi-asset index. As discussed in my previous blog, the index has generated stable absolute returns of 5.44% annually, a volatility of 4.89%, and downside protection during extreme market scenarios, based on back-tested performance from Aug. 31,…

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Jun 19, 2020

Taking Up the Challenge of Turbulent Markets with ESG and Multi-Assets

After a long bull market, the COVID-19 pandemic has shaken the financial markets and put the question of how to earn a smooth return stream over a long period of time back on the table. This has given rise to a strengthening of conviction toward environmental, social, and governance (ESG) investing and risk management. S&P…

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Jun 17, 2020

Is ESG a Factor? The S&P 500 ESG Index’s Steady Outperformance

Since launching the S&P ESG Index Series, we have been continuously asked the same question: Can environmental, social, and governance (ESG) be considered a factor that outperforms? In short, since its launch in January 2019, the S&P 500® ESG Index has outperformed (see Exhibit 1). We further analyzed the performance characteristics of the S&P 500…

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May 11, 2020

Aligning Investment Objectives and ESG Values

S&P DJI’s Mona Naqvi discusses how the S&P 500 ESG Index could help investors maintain their ESG values without sacrificing performance.

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