This tutorial explains the impact of selecting a participation window and related target ESG Score release date can have on the company’s eligibility to be considered for The Sustainability Yearbook, or certain S&P ESG Indices.

CSA 2023 timeline overview

Starting in March, companies can reserve a 2-month participation window that best meets their own reporting cycle and project planning needs directly in the CSA portal, subject to quota availability. Register early to ensure that your company can complete the CSA in the most convenient window. The 2023 CSA questionnaire opens for all companies on April 4th and can be reviewed from that date, independent of the chosen participation window start date.

To book a window simply log into the CSA portal and review the options available to your company under the “Manage Participation” tab.

Impact of submission date on eligibility for The Sustainability Yearbook

All companies participating in the CSA can be considered for inclusion in The Sustainability Yearbook 2024, provided they submit the 2023 CSA by the eligibility deadline explained below.

The latest participation window for companies to be considered for inclusion in The Sustainability Yearbook is August-September, with a latest submission date of October 13^th (provided that a relevant deadline extension was available and booked by the company ahead of time in the CSA portal).  The target date for the release of S&P Global ESG Scores for these companies is December 15^th. The eligible universe of companies for potential selection in The Sustainability Yearbook 2024 is: all companies that have received an S&P Global ESG Score by December 15^th. The final ESG Scores (including any corrected scores) used for determining a company’s inclusion in the Yearbook and the related distinction levels is Jan 19^th, 2024.  Any ESG score correction after Jan 19^th, if applicable, will not be considered for initial Yearbook selection.   

Companies that submit their 2023 CSA after October 13^th, or that pick September-October or later, as a participation window will not be considered for The Sustainability Yearbook 2024.

Impact of CSA submission date on companies eligible for DJSI

ESG Scores calculated from the CSA are a key component to select companies into the Dow Jones Sustainability Indices and other S&P ESG indices. Please check which index, if any, your company is eligible for on the invited companies look up page. The decision to select companies into ESG indices is made by S&P Global Dow Jones Indices and follows the DJSI Methodology.  

Dow Jones Sustainability Indices (DJSI) eligible companies

For companies that submit their 2023 CSA on or before September 15^th the ESG Research team at S&P Global Sustainable1 will submit an ESG Score based on the company’s active participation in the CSA to S&P Dow Jones Indices for the consideration of the company’s inclusion in any Dow Jones Sustainability Index (DJSI). The latest Participation Window for companies to meet this deadline is July-August 2023, with the latest submission date of September 15^th (provided that a relevant deadline extension was available and booked by the company ahead of time in the CSA portal). The target score release date for the July-August window is Nov 17th.

For companies that submit their 2023 CSA after September 15^th the ESG Research team at S&P Global Sustainable 1 will submit an ESG Score based solely on the company’s publicly available information to S&P Dow Jones Indices for the consideration of the company’s inclusion in any Dow Jones Sustainability Index (DJSI).

In both cases final ESG Scores will be provided to S&P Dow Jones Indices on Nov 17^th.