In This List

Exploring Core Applications of ESG

S&P Dow Jones Indices Launches S&P/KRX Carbon Efficient Capped Index

Evolution in Investment Management. What Is Happening, and Why?

What’s the Role of U.S. Core in Canada?

Using Index Data to Inform Investment Strategies

Exploring Core Applications of ESG

  • Length 46:29

Could ESG strategies provide risk protection while offering a meaningful boost in ESG representation without necessarily sacrificing returns? S&P DJI’s panel of industry experts explore Canada’s expanding ESG toolkit and discuss implementation techniques for putting these tools to work.


S&P Dow Jones Indices Launches S&P/KRX Carbon Efficient Capped Index

NEW YORK AND SEOUL, NOVEMBER 26, 2020: S&P Dow Jones Indices (“S&P DJI”), the world’s
leading index provider, and the Korea Exchange (“KRX”) announced the launch of the S&P/KRX
Carbon Efficient Capped Index. The index data and methodology are now available to investors and
market participants at https://www.spglobal.com/spdji/en/indices/equity/sp-krx-carbon-efficient-cappedindex/#overview.

The S&P/KRX Carbon Efficient Capped Index is designed to measure the performance of companies in the S&P Korea BMI. The index excludes foreign companies as classified by the exchange and companies that are high carbon emitters or with insufficient greenhouse gas (GHG) emission disclosures, while overweights or underweights those companies that have lower or higher levels of GHG emissions per unit of revenue and applies a single constituent weight cap of 30%. The index is reconstituted annually and rebalanced quarterly.

Jointly launched by S&P DJI and KRX on November 16, the index aims to reflect the South Korean Government’s move to a low-carbon economy through its Green New Deal initiative. The initiative aims to achieve carbon neutrality by 2050 for the country. The index’s unique reweighting methodology helps promote behavioral change and recognizes companies for greater corporate transparency and optimized carbon-to-revenue footprints. The index currently includes 483 constituents, representing 90% of the S&P Korea BMI’s total market capitalization.

Woo-kyeong Hwang, Index Business Head of Korea Exchange said, "It is a great privilege to launch the S&P/KRX Carbon Efficient Capped Index jointly with S&P Dow Jones Indices, a leading index provider in the world. As the very first carbon efficient index in Korea, the index will be a big boost in global efforts to achieve carbon neutrality while helping businesses to respond to climate change."

Reid Steadman, Global Head of ESG Indices at S&P Dow Jones Indices said, “We are honored to launch the S&P/KRX Carbon Efficient Capped Index with the Korea Exchange and support the growth of green investments in the country. Our carbon efficient and ESG indices are designed to reflect the transition to more sustainable and low carbon economies globally. The index’s unique characteristics help encourage more transparency in ESG data and carbon footprints among Korean companies.”

S&P DJI offers a wide range of Environmental, Social and Governance (ESG) indices including the Carbon Efficient series, based on data from Trucost, part of S&P Global.

For more information on the S&P/KRX Carbon Efficient Capped, please visit:
https://www.spglobal.com/spdji/en/indices/equity/sp-krx-carbon-efficient-capped-index/#overview.

For more information on the Carbon Efficient index family, please visit:
https://www.spglobal.com/spdji/en/.


Evolution in Investment Management. What Is Happening, and Why?

  • Length 20:26

S&P DJI’s Craig Lazzara examines the effectiveness of indexing in building a stable core and takes a closer look at why passive investing is here to stay in markets around the globe.


What’s the Role of U.S. Core in Canada?

  • Length 18:07

How does index construction affect risk/return, liquidity, and capacity issues in U.S. small- and mid-cap equities? BMO Global Asset Management’s Erika Toth joins S&P DJI’s Travis Robinson and Hamish Preston for a practical look at implementing U.S. core in Canada.


Using Index Data to Inform Investment Strategies

  • Length 8:53

S&P DJI's Tim Edwards explores how financial advisors can use index data, human behavior, and SPIVA® results to inform allocations and better understand assumptions about active fund performance.


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