S&P Global – SPIVA Sustainability Scorecard

S&P Global - SPIVA Sustainability Scorecard

The semiannual SPIVA Europe Scorecard was first published in 2014 and reports on the performance of actively managed funds domiciled across Europe. In this report, we complement the traditional scorecard with a comparison of sustainability-focused actively managed funds and indices. In addition to performance, we also assess changes in the sustainability profile relative to the broad equity benchmarks and tracking error characteristics.

In the six-month period ending on Sept. 29, 2023, more than 80% of active sustainability funds underperformed their assigned benchmarks in most categories. Over the three-year horizon, 91% of active funds in the Core ESG – U.S. Equity Large Cap category underperformed the S&P 500® ESG Index

Find out more: spglobal.com/spiva-sustainability

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