Tag Archives: ESG
S&P/ASX Sustainability Screened Dividend Opportunities Index: 2025 Performance Review
The S&P/ASX Sustainability Screened Dividend Opportunities Index delivered a standout performance in 2025, establishing itself as the best performer among all the S&P Factor Indices in the Australian equity landscape. The index posted a robust calendar year return of 21.22%, outpacing the S&P/ASX 300 by 10.9% (see Exhibit 1). In addition to its recent outperformance,…
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Introducing a Low-Carbon Solution: The S&P 500 CTB Base+ Index
Climate-focused institutional investors face the challenge of reducing carbon exposure while maintaining broad market representation and the ability to closely track the performance of the underlying market. The S&P 500® CTB Base+ Index offers a practical solution that can be used to measure the performance of constituents from the underlying index that meet specific climate…
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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…
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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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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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An ESG Score Odyssey: Through the Lens of the S&P 500
This study examines the performance of S&P 500® constituents over the past 10 years through the lens of their S&P Global ESG Scores. A key question for market participants has been whether companies with high or low ESG scores outperform or underperform relative to their peers and the broader market benchmarks. Building on our prior…
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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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