Tag Archives: S&P 500 Catholic Values Index
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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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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