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Tag Archives: sustainability

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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Jul 22, 2021

Understanding the Basics of Sustainability Part 2: Focusing on Net Zero

The increasing focus on sustainability inclusion is being reflected through the markets’ growing recognition of the financial materiality and impact of ESG issues on corporate balance sheets. Therefore, the range of ESG offerings has expanded to include indices that focus on climate change, carbon efficiency, fossil fuel free, and thematics, which include clean energy and…

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Jul 19, 2021

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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Jul 15, 2021

Understanding the Basics of Sustainability Part 1: Time for a New Strategy?

The growing importance and inclusion of sustainability values among global investment themes has redefined investors’ views of sustainability factors in portfolio strategies. The idea that sustainability concepts are futuristic is dated—the future has definitely arrived. The world is changing, and the percentage of retail and institutional investors applying environmental, social, and governance (ESG) principles is…

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Jul 13, 2021

Exploring a Higher Conviction Approach to ESG

With appetite for higher conviction ESG strategies on the rise, how could these darker green approaches help market participants align investments with ESG values? Jon Winslade and Jaspreet Duhra of S&P DJI join Andrew Walsh of UBS Asset Management for a closer look at the S&P 500 ESG Elite Index.  

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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 24, 2021

The S&P Europe 350 ESG Index – The European Benchmark for ESG-Focused Investors

The S&P ESG Index Series is aimed toward those who are looking to incorporate environmental, social, and governance (ESG) considerations into their investment products. These indices seek to provide benchmark-like returns by having the same broad industry group exposure as the underlying index while simultaneously offering an enhanced ESG profile. Within the European equities market,…

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May 7, 2021

How Efficient Is the S&P/KRX Carbon Efficient Capped Index?

Following the South Korean government’s announcement of the Green New Deal in the summer of 2020, S&P Dow Jones Indices and the Korea Exchange (KRX) partnered to launch the S&P/KRX Carbon Efficient Capped Index on Nov. 16, 2020. The S&P/KRX Carbon Efficient Capped Index seeks to provide exposure to the Korean equities market, while also…

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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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Apr 13, 2021

S&P Global Clean Energy Index Expands

Following a public consultation that concluded in March this year, S&P DJI announced the new composition of the S&P Global Clean Energy Index, which currently comprises 30 leading clean energy-related stocks, on April 2, 2021. The index is set to broaden when changes take effect on April 19, 2021. Clean energy is an area that…

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