S&P/Drucker Institute Corporate Effectiveness Products

Invest in the companies that best practice Peter Drucker’s principles.

S&P/Drucker Institute Corporate Effectiveness Products

Invest in the companies that best practice Peter Drucker’s principles.

Don’t bet on your values. Manage for them.

On Nov. 26, 2019, First Trust will deposit the S&P/Drucker Institute Corporate Effectiveness Portfolio unit investment trust (UIT). If you are interested in investing, please contact your broker. For more information about the UIT, please download the pre-deposit brochure.

The First Trust UIT is based on the S&P/Drucker Institute Corporate Effectiveness Index, which is designed to track stocks in the S&P 500® that consistently rank highly according to Peter Drucker’s management principles. The Index combines our holistic measure of corporate effectiveness with S&P’s Quality Score. And it is based on the S&P 500, widely regarded as the best single gauge of large-cap U.S. equities, with more than $3 trillion in indexed assets.

For more information

Download the pre-deposit brochure for our first investment product, a UIT with First Trust.

Read The Wall Street Journal item about our index—Happy Employees Yield Happy Investors—as well as our joint announcement with S&P DJI.

For licensing inquiries, or more information on the S&P/Drucker Institute Corporate Effectiveness Index performance, methodology and philosophy, please contact Standard & Poor’s Dow Jones Indices.

is where our data begins, offering a seven-year back test of index performance

firms from the S&P 500® rise above the rest and make it into our index