Tag Archives: Values-based indices
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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Values in the Vault
The S&P 500® Christian Values Screened Index distinguishes itself by excluding companies from the S&P 500 that engage in certain activities that do not align with the Evangelical Christian Investment Framework defined by Bountiful Financial. This framework employs specific exclusions based on S&P Global Energy Horizons revenue-based business involvement screens,1 catering to market participants who…
Faith Meets Finance: S&P 500 Christian Values Screened Index
How are indices helping market participants align investments with their beliefs? Get to know the S&P 500 Christian Values Screened Index and explore the faith-based investment landscape with Bountiful Financial’s David Friedman and S&P DJI’s Abigail Etches and Blake Spivey.
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The S&P 500 Christian Values Screened Index: A New Benchmark to Serve Faith-Based Needs
S&P Dow Jones Indices (S&P DJI) launched the S&P 500® Christian Values Screened Index in September 2025. This milestone reflects S&P DJI’s philosophy as an independent index provider: offering choices to market participants while maintaining the objectivity and governance required by institutional investors. Values-based investment can be traced back to 18th-century Christians in the U.S….
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