When it comes to sustainable investing, one size does not fit all; therefore our index toolbox contains a whole range of categories, each one with its own level of sustainability commitments and goals.
Download Sustainable Investment Methodology >
Key benefits
Transparency and simplicity
We provide a clear and easy-to-explain, rules-based framework to incorporate ESG considerations into investment processes
Liquidity and tradability
Liquidity considerations always play a crucial role in the development and composition of indices
Best-in-class data quality
Our strategic open-architecture framework leverages leading third-party data and transforms qualitative objectives into quantifiable results
State-of-the-art index construction
The combination of superior index construction expertise with leading risk model and optimization tools allows for the creation of powerful and creative indices
Ongoing alignment with changing investor preferences
ESG ratings are driven by product focus, and corporate governance and actions, which can change over time; we’ve built in a rapid re-alignment methodology
Related news & research
The sector bottleneck in carbon emissions reduction
A portfolio’s decarbonization becomes more difficult once an emissions reduction of 60% is achieved, as high-emissions sectors become depleted. Thereafter, the portfolio construction approach — whether exclusion or optimization — will make a difference to the resulting tracking error and size of the portfolio.
Monthly Index News: June 2024
US stocks rose in June as investors weighed the prospects for interest-rate cuts amid slowing inflation. European shares fell as results from the European Parliamentary elections increased political risk.
What’s in a sustainability fund name? In Europe, increasing rigor
As the European Securities and Markets Authority (ESMA) tightens guidelines on fund names to mitigate greenwashing risks, fund managers face new challenges. In our latest report, we explore the implications of ESMA’s new rules on the use of terms like “ESG” and “sustainable” in fund names, and how these changes may impact both investment strategies and marketing practices.