A pioneer of ESG indexing, S&P Dow Jones Indices remains a leader today, combining rigorous company analysis, robust methodologies, and cutting-edge modelling to deliver state-of-the-art indices for a wide range of ESG benchmarking and investment applications.
Our solutions range from core ESG and low-carbon climate approaches to thematic and fixed income strategies.
ESG considerations—from the impact of climate change and carbon emissions to equality and human rights—are creating unpriced risks in financial markets. A global transition is now underway to finance a more resilient, sustainable global economy, which may bring with it significant growth opportunities. A growing body of evidence also indicates that a company’s dedication to ESG could be an important driver of risk management and returns.
More and more investors around the world are taking an interest in the opportunities and risks, and integrating ESG into their strategies.
The S&P 500 ESG Index, S&P MidCap 400 ESG Index, and S&P SmallCap 600 ESG Index select companies based on S&P DJI ESG Scores, a robust dataset that accounts for industry-specific, financially material ESG opportunities and risks. The indices are designed to maintain broad benchmark-like industry exposure while increasing exposure to ESG characteristics, and exclude companies with activities in key negative ESG areas.
The newly launched S&P ESG Dividend Aristocrats Indices focus on both dividends and ESG, combining what’s often considered a traditional barometer of companies’ financial health with what many investors see as a newer way to measure companies’ future-readiness. Interest in this type of strategy reflects the market’s growing recognition that ESG issues can impact corporate balance sheets.
The S&P Sustainability Screened Indices give investors the opportunity to access broad market exposure through the S&P 500®, S&P MidCap 400®, S&P SmallCap 600® with sustainability screens applied. The indices screen out companies with involvement in controversial business activities, regardless of how the screening might impact sector or industry composition.
Solutions for Every Objective
We offer indices that are suitable to a range of applications, span global markets, and cater to a variety of risk/return and ESG performance expectations.
How are indices helping investors more accurately identify real estate companies holding sustainable properties?
How can investors track the broad European market while accounting for sustainability issues across the ESG spectrum?
With appetite for higher conviction ESG strategies on the rise, how could these darker green approaches help market participants align investments with ESG values?
How and why are investors implementing ESG at the core?
Explore how our powerful new data set is redefining the ESG toolkit.
Staying at the Forefront
To account for growing and evolving interest in responsible investing, we continue to push the boundaries with diverse and sophisticated benchmarks. From indices that screen for high-risk industries to those that track best-in-class companies, we are shaping the future of sustainable investing.
As interest in ESG grows, more and more companies are seeing value in disclosing their ESG performance via the S&P Global Corporate Sustainability Assessment. Explore the results of this year’s assessment and learn how the CSA helps determine which companies are included in the S&P ESG Indices and DJSI.
Our indices are backed by ESG data and analytics from world-renowned providers.
S&P Global CSA provides the data that powers the globally recognized Dow Jones Sustainability Indices, S&P 500 ESG Index, and others in the S&P ESG Index Series. Each year, S&P Global conducts the Corporate Sustainability Assessment (CSA), an ESG analysis of over 7,300 companies. The CSA has produced one of the world’s most comprehensive databases of financially material sustainability information, and serves as the basis for the scores that govern S&P DJI ESG Indices.
Learn more about the S&P Global CSA.
S&P Global Trucost is a leader in carbon and environmental risk analysis, informing the decisions of both investors and corporations. S&P Global Trucost continues to research, standardize, and validate environmental performance data including carbon and other pollution impacts, water dependency, land use, and waste disposal. Their data includes complete environmental performance profiles for over 15,000 companies, representing 99% of global market capitalization.
Learn more about S&P Global Trucost.
GRESB is a leader in evaluating ESG characteristics of real estate companies, providing standardized and validated ESG data to increase capital market transparency. The GRESB framework benefits from a decade of industry input from leading institutional investors, real estate companies, REITs, academic advisors, and capital providers spanning the globe. With a governance structure that assures a by-industry, for-industry approach, GRESB is able to elevate global ESG best practices in the real asset sector. Benchmarking core corporate attributes alongside ESG performance metrics provides investors with insights not previously available.
Learn more about GRESB.
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Industry thought leaders offer insights on ESG trending topics.
Financially relevant analytics and timely data to assess risk, uncover opportunities, and inform long term sustainable growth.