STOXX^® Global Nuclear Energy and Uranium Mining

The ISS STOXX Net Zero Transition Indices track the performance of securities from a selection of STOXX Benchmark Indices. These indices have the aim of helping investors to incentivize companies to transition and align with the International Energy Agencys Net Zero Emissions by 2050 Scenario (IEA NZE Scenario) Pathway with the objective of achieving the target alignment to the 2050 carbon budget by 2040. The key features of these indices include the emphasis on real-world decarbonization by targeting key high impact sectors, and the forward-looking view on climate performance to encourage climate leadership and allow for engagement. Companies that are non-compliant based on the ISS ESG Norms Based Screening assessment or are involved in Controversial Weapons are not eligible for selection. Additional exclusion filters are applied, screening companies for involvement in Tobacco, Thermal Coal, Unconventional Oil & Gas, Civilian Firearms, and Military Contracting. The exclusion criteria include a thermal coal phase-out for developed countries by 2030 and for emerging countries by 2040.

Index Guides, Benchmark statement, and other reports are available under the Data tab.

The iSTOXX EMU Transition Index tracks the performance of companies from the STOXX Developed Eurozone Universal All Cap Index that demonstrate meaningful exposure to climate transition activities. The index selects securities that derive at least 10% of their revenues from activities aligned with, or assessed to be aligned with, the EU Taxonomy criteria for climate change mitigation. Companies classified under Financials (ICB Industry 30) and Media (ICB Supersector 4030) are excluded, as well as those in specific sub-sectors including Casino and Gambling (40501020), Recreational Services (40501030) and Transaction Processing Services (50205015). In addition, securities listed as savings shares are not eligible, and only companies meeting the minimum 10% EU Taxonomy-aligned revenue threshold, based on reported or modelled data, are included in the index. The resulting composition provides targeted exposure to Eurozone companies contributing to the transition towards a low-carbon economy, while maintaining broad market representation through free-float market capitalization weighting without capping constraints.

Index Guides, Benchmark statement, and other reports are available under the Data tab.

The STOXX Global Nuclear Energy and Uranium Mining Index looks to select companies involved in nuclear power generation uranium mining and fuel manufacturing as well as companies providing supporting products and services. STOXX uses a detailed breakdown of companies’ revenues patent classification and nuclear power generation capacity to identify companies that have significant exposure to the theme.

Index Guides, Benchmark statement, and other reports are available under the Data tab.

The ISS STOXX Net Zero Transition Indices track the performance of securities from a selection of STOXX Benchmark Indices. These indices have the aim of helping investors to incentivize companies to transition and align with the International Energy Agencys Net Zero Emissions by 2050 Scenario (IEA NZE Scenario) Pathway with the objective of achieving the target alignment to the 2050 carbon budget by 2040. The key features of these indices include the emphasis on real-world decarbonization by targeting key high impact sectors, and the forward-looking view on climate performance to encourage climate leadership and allow for engagement. Companies that are non-compliant based on the ISS ESG Norms Based Screening assessment or are involved in Controversial Weapons are not eligible for selection. Additional exclusion filters are applied, screening companies for involvement in Tobacco, Thermal Coal, Unconventional Oil & Gas, Civilian Firearms, and Military Contracting. The exclusion criteria include a thermal coal phase-out for developed countries by 2030 and for emerging countries by 2040.

Index Guides, Benchmark statement, and other reports are available under the Data tab.