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Summary
The S&P 500 ESG Index is not just another benchmark — it represents a fusion of financial performance metrics with sustainability criteria. During our session, we will delve into the inner workings of this index, shedding light on its evolution, methodology, and the components that make up its composition. You will gain insights into how companies are evaluated for inclusion based on environmental, social, and governance (ESG) criteria. Furthermore, we will look at the historical performance of the S&P 500 ESG Index in comparison to traditional benchmarks.
Additionally, we will explore how investment managers can use Portfolio Analytics on S&P Capital IQ Pro to seamlessly integrate traditional return attribution with sustainability metrics for a comprehensive, end-to-end analysis. This includes the impact of their active investment decisions on both relative returns and the absolute effect on sustainability measures.
Speakers
S&P Dow Jones Indices
Maya Beyhan, Ph.D.
Senior Director, Index Investment Strategy
Maya Beyhan is Senior Director, ESG Specialist, Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, commodities, fixed income and economic indices.
Maya Beyhan is Senior Director, ESG Specialist, Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, commodities, fixed income and economic indices. Maya’s role has a specific focus on ESG and climate-based indices within this product set globally. Before joining S&P DJI, Maya was the lead equity index portfolio strategist at State Street Global Advisors in EMEA. In this role, she served clients with sophisticated ESG/climate portfolios. She previously worked as an investment strategist at Kempen Capital Management, covering institutional clients in the U.K. and the Netherlands. Maya holds a PhD in Quantum Chemistry from Vrije University in Amsterdam and a master’s degree in Theoretical Physics from Groningen University in the Netherlands.
S&P Global Market Intelligence
Simon Chen
S&P Global Market Intelligence
Director of Desktop Analytics
Simon Chen is the Director of Desktop Analytics at S&P Global Market Intelligence.
Simon Chen is the Director of Desktop Analytics at S&P Global Market Intelligence. His group is responsible to create, enhance, and market all Capital IQ and Capital IQ Pro pages and analytics related to portfolio construction, performance and peer analysis, factor attribution, and financial and sustainability-related risk aggregation.
Moderator
Martin Vostry
S&P Global Sustainable1
Senior Director, ESG Portfolio Analysis
Event Support