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Tag Archives: S&P 500 ESG Index

May 17, 2022

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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Mar 29, 2022

Green Pools: Evolving ESG Trading Ecosystems

Compared to the wide range of liquid, tradable instruments associated to more traditional benchmarks like the S&P 500®, the trading ecosystem of ESG-based investment products is still in its infancy. But, with the increased volume in listed futures linked to the S&P 500 ESG Index and S&P Europe 350® ESG Index, change is afoot. Of…

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Mar 10, 2022

An ESG Solution for Every Objective: 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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Oct 11, 2021

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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May 25, 2021

Update: Tesla’s Standing in the S&P 500 ESG Index

As discussed in my previous blog, Tesla would not be an immediate addition to the S&P 500® ESG Index following its addition to the S&P 500 on Dec. 21, 2020. Instead, the ever-popular automaker would have to wait until the next annual rebalance of the index. This rebalance finally took place, and as of May…

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May 6, 2021

The Rebalance of Power: Tesla, Walmart, & Disney Join the S&P 500 ESG Index, Facebook, Wells Fargo, & Costco Dropped

ESG momentum shows no signs of stopping, with sustainable fund assets nearing USD 2 trillion, following record inflows in Q1.1 Pressure on firms to perform in sustainability rankings has never been higher, as Wall Street’s hottest topic gets hotter still. But what firms benefit from all this heat? From the assets flowing into S&P 500®…

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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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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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Dec 22, 2020

Tesla: Not an Automatic Addition to the S&P 500 ESG Index

Since S&P Dow Jones Indices announced that Tesla would be added to the S&P 500® on Dec. 21, 2020, many investors have contacted us asking when this transformative company will become a member of the S&P 500 ESG Index, the sustainable counterpart to the S&P 500. The answer, in brief, is that Tesla will not…

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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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