S&P Dow Jones Indices - ESG Indices & Scores
Brief description of the data offering
S&P DJI ESG Scores – which are governed by S&P DJI and determined by the results of the annual S&P Global Corporate Sustainability Assessment(CSA) - provide a robust measure of company sustainability performance to help investors manage their exposure to material ESG issues. The data is available as a headline score, individual E, S & G dimensions, and up to a further possible 20 industry-specific criteria, for a fully transparent and flexible methodology to suit investor needs. The data has been carefully honed by the CSA Research team to account for the most financially material and relevant ESG signals within specific industries, rather than simply a theoretical approach to ESG. Though most datasets reward companies that disclose sustainability issues - irrespective of how well a company manages them – S&P DJI ESG Scores critically account for both transparency and performance on these matters.
Where and how do you source your data?
Based on a methodology defined by S&P DJI, the scores are calculated using data gathered through the annual CSA, which is widely regarded as one of the most comprehensive surveys of corporate sustainability performance in the world. It focuses primarily on the most financially material ESG signals for determining the future viability of business models within specific industries, based on two decades of investment decision making experience. Where possible, the CSA relies on primary data provided directly by companies. For companies that do not respond, an expert team of analysts collects public information and fills out the CSA on their behalf to produce a continuous dataset for reliable portfolio construction through a tried and tested framework. Company controversies are also incorporated in real time through ongoing monitoring of media and stakeholder analysis.
Who are the data users?
S&P DJI ESG Scores are used in the calculation of S&P ESG Indices, including the flagship S&P 500® ESG Index. The scores used by investors seeking to understand and manage their investment exposures to material ESG issues and integrated through means such as best-in-class screens, integrated valuation analysis, portfolio tilts, impact reporting, and company engagement. The data is also used by several product providers for creating portfolio services, investment funds, and passive investment vehicles such as mutual funds or ETFs. Typical user personas can include ESG investment teams and portfolio managers within asset management firms and asset owner institutions such as public pension funds, as well as by investment consultants, investment advisors, banks and insurers seeking to manage their ESG exposures
What is the cost for your data offering?
S&P DJI ESG scores are available through the S&P SPICE platform and data feeds, for several regional and country-specific data packages grouped according to our headline ESG benchmarks. Pricing varies greatly by user persona, firm size, number of users, and use case (e.g. internal research versus external reporting and investment product creation). Please contact your S&P DJI representative for further details.