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New S&P ESG index family relying on CSA

New S&P ESG index family relying on CSA

08-04-2019 | Insight
We are proud to announce a new milestone in our collaboration with S&P Dow Jones Indices (S&P DJI), the world’s leading index provider. The S&P 500® ESG Index is the first in a series of country and regional benchmarks that will be announced in the coming months. This index is aligned with Environmental, Social and Governance (ESG) selection guidelines and designed to closely replicate the risk and return profile of its most iconic benchmark. Information provided by companies through the CSA feeds directly into the scores calculated for these new indices.
  • New S&P DJI indices rely on SAM’s Corporate Sustainability Assessment (CSA).
  • The S&P 500® ESG Index is the first in series of country and regional benchmarks
  • The new index series target a wide range of investors globally

The S&P 500 ESG Index aligns investment objectives with environmental, social, and governance (ESG) values. The key criteria for constituent eligibility and selection in the S&P 500 ESG Index are the S&P DJI ESG Scores. The S&P DJI ESG Scores are based on data gathered by SAM, a division of RobecoSAM, through SAM’s Corporate Sustainability Assessment (CSA). SAM has been providing high quality ESG research and scores to S&P Dow Jones Indices for 20 years, powering the renowned Dow Jones Sustainability Indices.

To roll out this new index, S&P DJI recently entered into a license agreement with UBS Asset Management in Europe for the S&P 500® ESG Index.

Manjit Jus, Head of ESG Ratings at SAM, a division of RobecoSAM, states “We are very excited about the launch of this new index family. It targets a broad range of investor needs and serves as a new benchmark for ESG investments. After more than 20 years of powering the Dow Jones Sustainability Indices, we are happy to see a generation of innovative index products being launched. This announcement underscores the growing importance of ESG information to investors and an increasing interest in the results of our annual Corporate Sustainability Assessment (CSA). This is of tremendous value to companies participating in the CSA, as this gives a whole new range of both traditional and ESG-focused investors access to the CSA results.”

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