Tag Archives: sustainability
Tracking the Mid-Cap Equity Sweet Spot
Is there a mid-cap equity sweet spot? Take a fundamental look at the S&P MidCap 400, including key performance drivers, sector and revenue exposures, as well as a new sustainability screened index built on the S&P 400 with State Street Investment Management’s Ryan Reardon and S&P DJI’s Hamish Preston.
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Above Mexico’s Stock Arena: The Finale
As we wrap up our discussion on the S&P/BMV IPC CompMx Trailing Income Equities ESG Tilted Index, it is important to explore the context surrounding its recent performance and emphasize the cyclical dynamics of sector movements. In our previous blog, we examined how the index had underperformed relative to the broader S&P/BMV IPC as of…
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Above Mexico’s Stock Arena: The Sequel
Since its launch in 2021, the S&P/BMV IPC CompMx Trailing Income Equities ESG Tilted Index has outperformed the S&P/BMV IPC, Mexico’s broad equity benchmark, by a cumulative 1.33% (see Exhibit 1). Additionally, the index achieved a higher S&P Global ESG Score of 60 compared to the S&P/BMV IPC’s score of 57. However, as of Aug….
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Building the Future: How China Leverages Energy and Infrastructure to Supercharge Artificial Intelligence
China’s vast development of renewable energy and infrastructure is more than just an engineering feat. It is the foundation for the age of artificial intelligence. From solar farms to high-speed rail and 5G networks, these investments provide the power and connectivity needed to operate AI at scale. The impact of these advancements is reflected by…
- Categories Sustainability, Thematics
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Carbon Credits: Playing the Diversification Game
As financial markets respond to the ongoing energy transition, market participants are exploring ways to address the related risks and opportunities. Indices can provide insights to these factors. In this context, the S&P Global Carbon Credit Index, which turned six years old on July 25, 2025, emerges as a potential tool for enhancing diversification and…
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What is SPIVA?
For over two decades, S&P Dow Jones Indices has measured the performance of actively managed funds against their index benchmarks across the world through the SPIVA Scorecards. Take a closer look at the fundamental principles that guide our SPIVA research and discover the insights these scorecards offer across asset classes, regions and market segments.
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Scoring & Screening Mid-Cap Leaders
In a previous analysis, we examined the S&P MidCap 400® Scored & Screened Index, derived from the S&P MidCap 400 broad market benchmark. The S&P MidCap 400 Scored & Screened Index showed key characteristics such as lower concentration compared to the S&P 500®, as well as similar industry weights to the S&P MidCap 400. In…
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Introducing the S&P MidCap 400 Scored & Screened Leaders Index
Launched in April 2025, the S&P MidCap 400® Scored & Screened Leaders Index provides a new benchmark for measuring the performance of companies with higher-than-average ESG scores while excluding companies that derive revenue from specified business activities, or are non-compliant with the United Nations Global Compact. A Sizeable Market Segment With a market capitalization larger…
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Understanding Energy Transition and Sustainability Reporting
How are indices and data-driven insights helping market participants navigate the evolving energy transition landscape? S&P DJI’s Maya Beyhan and S&P Global Sustainable1’s Patil Mesrobian join the CFA Institute’s Jeanette Tawk for a closer look at the expanding toolkit for assessing potential energy transition risks and opportunities.
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Navigating Global Markets with the S&P World Index
What sets the S&P World Index apart when it comes to tracking developed markets around the globe? Explore how extensive coverage, historical consistency, transparency and adaptability are helping global investors make more informed decisions as they seek to uncover opportunities and navigate risks across economic cycles.
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