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Investing in Smart Beta Screened ETFs

Dividend Aristocrats Screened ETFs combine sustainability criteria with stable dividends to create the next generation of income investment. Investors can now access both quality income and a sustainable investing overlay on Global, US and European exposures.

Navigate Market Challenges with Dividend Aristocrats

Markets continue to face challenges around inflation, rising interest rates and softening growth. Hear from Ryan Reardon, SPDR ETFs and Ari Rajendra, S&P Dow Jones Indices on how the defensive, low-beta bias of Dividend Aristocrats can help investors in this environment.

Video (02:11)

Dividend Aristocrats

Smart Beta Screened ETFs

Sustainability Screens

The four pillars of stock selection

1
Exclusions Based on S&P DJI Global ESG Score

Companies with an S&P DJI ESG score that falls within the worst 25% of S&P DJI ESG scores are excluded from the screened index. 

2
Exclusions Based on Business Activities

Companies that engage in specific activities with respect to Controversial Weapons, Thermal Coal and Tobacco Products, as determined by Sustainalytics, are excluded from the screened index. 

3
Exclusions Based on Business Principles

Companies with disqualifying (bottom 5%) United Nations Global Compact (“UNGC”) scores, as determined by Arabesque, are excluded from the screened index. 

4
Exclusions Based on Controversies

Companies flagged as being involved in an ongoing controversy, as determined by the Index Committee using SAM’s Media and Stakeholder Analysis (“MSA”), are excluded from the screened index.

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