S&P DJI has been a pioneer in ESG indexing for 20 years, starting with the 1999 launch of the Dow Jones Sustainability World Index. Combining cutting-edge environmental data and modelling from S&P Trucost Limited and broad-ranging sustainability data from SAM, we deliver an extensive range of ESG offerings to address a wide variety of risk/return and ESG needs.
Our solutions run the gamut from core ESG and low-carbon climate approaches to thematic and fixed income ESG strategies, just to name a few.
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.
Staying at the Forefront
Solutions for Every Objective
We offer indices that span global markets, cover both equities and fixed income, are suitable for a range of applications, and cater to a variety of risk/return and ESG performance expectations.
Includes best-in-class approaches like the DJSI, targeting the top 10% of ESG performers, as well as broader market indices like the S&P 500 ESG Index, designed to closely track its parent index with a similar risk and return profile and low tracking error.
Designed to address climate change and the transition to a low-carbon economy, these indices apply different methodologies to address different carbon reduction objectives. Includes both current and forward-looking approaches, as well as those that align with the Task Force for Climate-related Financial Disclosures (TCFD).
These indices focus on specific ESG-related issues, often with a relatively narrow objective.
Fixed Income ESG
These indices, which include access to green bonds, apply ESG methodologies to fixed income strategies.
Data Sourced from Industry Leaders
Our indices are backed by ESG data and analytics from world-renowned providers.
Founded in 1995, SAM is an investment specialist focused exclusively on sustainable investing. Together, S&P Dow Jones Indices and SAM publish the globally recognized Dow Jones Sustainability Indices (DJSI) as well as the S&P ESG Factor Weighted Index Series, the first index family to treat ESG as a standalone performance factor using the SAM Smart ESG methodology. Based on its Corporate Sustainability Assessment (CSA), an annual ESG analysis of over 3,900 listed companies, SAM has compiled one of the world’s most comprehensive databases of financially material sustainability information.
Learn more about SAM.
Trucost is a leader in carbon and environmental risk analysis, informing the decisions of both investors and corporations. The company was acquired by S&P Global in 2016, following a long partnership developing ESG indices aimed at reducing risk and informing sustainable capital allocation. 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 14,000 companies, representing 99% of global market capitalization.
Learn more about Trucost.
Research & Insights
S&P Carbon Efficient Indices: Our Approach
The S&P Carbon Efficient Indices are designed to reduce exposure to high-carbon companies while maintaining a risk/return profile similar to that of their benchmarks.
Carbon Pricing: Discover Your Blind Spots on Risk and Opportunity
Find out what you could be missing.
Long-Termism: Index Impossible?
Is it possible to capture a company’s commitment to the long-term in an index framework?
Social Themes in Index Investing: Human Capital
How is the “S” in “ESG” being defined as it expands into mainstream investing?
A Look Inside Green Bonds: Combining Sustainability With Core Fixed Income
What sets green bonds apart from other ESG fixed income investments?
ESG Research & Commentary
Our latest papers, videos, data reports, and more.
From Our Blog
Industry thought leaders offer insights on ESG trending topics.
Detailed information including factsheets and methodologies.