Ethical Investing Stock and Bond Indices
ACT
Australian Cleantech Index
(Australia)
"The ACT Australian Cleantech Index provides a measure of the
performance of the Australian listed stocks in the Cleantech sector."
Bovespa ISE
(Brazil)
"ISE is designed to measure the return on a portfolio composed of shares
of companies highly committed to social responsibility... corporate
sustainability... good practices in the Brazilian corporate
environment."
Calvert Social Index (U.S.A.)
"... the Calvert Social IndexTM, as a broad-based, rigorously
constructed benchmark for measuring the performance of US-based socially
responsible companies."
CSI ECPI ESG China 40 index
(China)
"All the stocks in the SSE180 Corporate Governance
index are rated by ECPI ESG method, those who rank top
40 are selected as CSI ECPI ESG China 40 index
constituents. The base date of the CSI ECPI ESG China 40
index is Jun 30 st 2010 and the base value is 1000."
DB NASDAQ OMX Clean Tech Index
(Global)
"DB Climate Change Advisors (DBCCA), the climate
change investment and research business of Deutsche
Bank's Asset Management business, and The NASDAQ OMX Group,
Inc. (Nasdaq:NDAQ)... The index is an accurate,
real-time representation of the global clean technology
sector with exposure to clean energy, energy efficiency,
transport, waste management and water companies."
Dow Jones Sustainability Indices (Global)
Dow Jones Sustainability Indices are
North American and global socially and
environmentally screened stock indices.
ECPI Global Carbon Equity Index
(Italy)
"Developed in partnership with global management consultancy Arthur
D. Little, the new Index will be part of ECPI’s thematic index family
and will allow investors to gain equity exposure to those mid-large cap
companies best equipped to tackle a world of rising carbon emissions and
tougher climate legislation."
EIO
Environmental Tracking Indexes
(Global)
"The EIO's ET Index Series is designed specifically to incentivise
companies to reduce their emissions and increase their standards of
carbon disclosure."
FTSE4Good
Index Series
(Global)
Financial Times of London share indices
of socially and environmentally screened firms. Indices range from
individual countries to specific industrial sectors.
FTSE Environmental Technology Index Series
(U.K.)
"FTSE Group has launched the FTSE Environmental Technology Index Series
in collaboration with the environmental technology specialist, Impax
Asset Management, to provide two new environmental technology index
solutions: the FTSE ET50 Index and FTSE Environmental Opportunities
All-Share Index."
FTSE ECPI Italia SRI Index Series
(Italy)
"The FTSE ECPI Italia SRI Index Series is designed to
create a family of benchmark and tradable indices for
the Italian market that tracks the performance of
companies following leading ESG practices."
FTSE KLD Indexes
(U.S.A.)
"... KLD Indexes develops and licenses benchmark,
strategy and custom indexes that investment managers use
to integrate ESG criteria into their investment
decisions. KLD Indexes are designed to be transparent,
representative and investable."
Impax ET50 (U.K.)
The Impax ET50 is a stock index of companies whose core
business involves environmental technologies.
India Islamic Index (India)
"The Eastwind Capital Advisors Pvt Ltd., the Indo-Arab Economic Forum
and Institute of Objective Studies launched the EW India Islamic
Index... comprises only of Shariah compliant companies equity and
excludes companies engaged in alcohol products, pork-related products,
conventional financial services like banking and insurance, gambling,
hotels and all other business which the Shariah supervisory board
considers as unethical."
Jantzi Social Index (JSI) (Can.)
The Jantzi Social Index is a
Canadian socially and environmentally
screened share index.
JSE SRI Index (South Africa)
"Welcome to the JSE SRI Index The JSE’s Socially
Responsible Investment (SRI) Index was launched in May
2004 in response to the burgeoning debate around
sustainability globally and particularly in the South
African context. "
KLD Broad Market Social Index (U.S.A.)
"The KLD Broad Market SocialSM Index (BMS)... capturing
the best environmental, social and governance (ESG)
performers in each sector of the Russell 3000...
represents 98% of the capitalization of the US equity
market."
KLD U.S. Corporate Bond (USCB) Index
(U.S.A.)
"The [KLD U.S. Corporate Bond] investable indexes are the first to
apply environmental, social and governance (ESG) performance factors to
a U.S. fixed income asset class." (I have included this
separate KLD link as this class of index, an ESG corporate bond index,
is the first of its kind in the US.)
LOHAS Index
(U.S.A.)
"LOHAS is an acronym for Lifestyles of Health and Sustainability.
[Companies in this index] practice 'responsible capitalism' by providing
goods and services using economic and environmentally sustainable
business practices." There are three indices: the LOHAS Index, Healthy
Living Index, and Sustainable Economy Index.
Maala CSR Index
(Israel)
"The Maala Index enables investors to invest in a group of leading
[Israeli] companies selected not only due to their excellent financial
performance but also according to their management and performance of
their impact on the Environment, their employees, the community and
their ethical performance."
Mexican Stock Exchange Sustainable Index
(Mexico)
"BMV's new sustainability index is based on the 70 most liquid shares
on the Mexican Stock Exchange. Companies eligible for inclusion on the
index are assessed according to their performance, impact and responses
to emerging environmental, social and governance (ESG) issues... BMV
selected EIRIS, and its local research partner in Mexico, Ecovalores, as
lead partners to develop the methodology and assessment framework..."
MSCI ESG Indices
(U.K.)
"Building on the existing family of KLD indices developed over the
past 20 years, MSCI ESG Indices aim to serve as sustainability,
values-based and environmental benchmarks and as the basis for
investment products."
NASDAQ® Clean Edge® U.S. Liquid Series Index (CELS) (U.S.A.)
"The NASDAQ® Clean Edge® U.S. Liquid Series Index (CELS) is a modified
market capitalization-weighted index designed to track the performance
of companies that are primarily manufacturers, developers, distributors,
or installers of clean-energy technologies."
NASDAQ OMX CRD Global
Sustainability 50 (U.S.A.)
"The NASDAQ OMX CRD Global Sustainability 50 Index is an equally
weighted equity index that serves as a benchmark for stocks of companies
that are taking a leadership role in sustainability performance
reporting and are traded on a major US stock exchange."
NASDAQ OMX Global Water Index
(U.S.A.)
"The NASDAQ OMX Global Water Index is designed to track the
performance of companies worldwide that are creating products that
conserve and purify water for homes, businesses and industries."
NASDAQ OMX Green
Economy Indices
(U.S.A.)
"NASDAQ OMX is the first indexer to offer a complete family of
indexes tracking the growing environmental and clean-energy sector, also
known as 'Green Economy.'"
OMX GES Ethical/Sustainability Indexes (Scandinavia)
Ethical and sustainability indices covering companies listed on the
Swedish, Norwegian, Finnish and Danish stock exchanges.
Russell-Jadwa Shariah Index (Global)
"Launching in mid-summer 2009, the Russell-Jadwa Shariah Index offers
investors an accurate and complete global-equity market index that
reflects established Shariah investment guidelines."
SSE Sustainable Development Industry Index
(China)
"SSE Sustainable Development Industry Index is comprised of the large
and good liquidity 40 sustainable development industry stocks in
Shanghai stock market and designated to reflect the performance of
sustainable development industry in Shanghai stock market and provide
underlying for investors."
Stoxx Europe Christian Index (Europe)
"The new index measures the performance of companies selected from
the STOXX Europe 600 Index according to the values and principles of the
Christian religion."
S&P ESG India (India)
"The S&P ESG India index provides investors with exposure to a liquid
and tradable index of 50 of the best performing stocks in the Indian
market as measured by environmental, social, and governance parameters."
S&P/TSX Clean Technology Index (Canada)
"The S&P/TSX Clean Technology Index measures the performance of
companies listed on TSX whose core business is in the development and
deployment of green technologies."
S&P/TOPIX 150 Carbon Efficient Index
(Japan)
"The S&P/TOPIX 150 Carbon Efficient Index is designed to measure the
performance of the Japanese companies that make up the S&P/TOPIX 150,
selected and re-weighted based on their level of carbon emissions."
S&P/TSX Shariah Index
(Canada)
"The S&P/TSX 60 Shariah is designed to offer investors a Shariah
compliant investment solution. The index is based on the S&P/TSX 60,
which represents the large-cap segment of the Canadian equity market...
Adequate liquidity is a prerequisite for all constituents, allowing for
efficient portfolio replication and minimal tracking error."
S&P U.S. Carbon Efficient Index (U.S.A.)
"The S&P U.S. Carbon Efficient Index offers a broad, U.S. market
index that is comprised of companies with relatively low carbon
emissions, and also seeks to track the return the S&P 500."
SRI Index Malaysia & Singapore SRI Index (Malaysia)
"OWW Consulting launched the Responsibility™ SRI Index Series which aims
to identify companies in Malaysia and Singapore with good CSR (or
Economic, Social and Governance, ESG) reporting... "
SRI-KEHAT Iindex &
Click here for current data (Indonesia)
"The Indonesian stock exchange and a biodiversity foundation have
launched an investment index to raise awareness of companies'
environmental track records, an environmental group said.The SRI-KEHATI
index, which lists 25 companies, is the second single-nation
sustainability index in Asia after Japan, according to the Indonesian
Biodiversity Foundation."
The
Renaissance Green IPO Index (U.S.A.)
"The Renaissance Green IPO Index captures the performance of newly
public companies whose products and services offer solutions to
environmental problems."
WilderHill New Energy Global
Innovation Index (U.K. & U.S.A.)
"The WilderHill New Energy Global Innovation Index is comprised of
companies worldwide whose innovative technologies and services focus on
generation and use of cleaner energy, conservation and efficiency, and
advancing renewable energy generally."
WilderHill Clean Energy Index (U.S.A.)
WilderHill Clean Energy Index is an American Stock Exchange based
index"... comprised of publicly traded companies whose
business's stand to benefit substantially from societal transition
toward the use of cleaner energy and conservation." |
