Bridging ESG criteria with the requirements of market wide indices.
The leading Swiss sustainable fixed income and equity indices , born from Inrate’s Environmental, Social and Governance (ESG) data and developed by the Swiss Stock Exchange. A blend of Inrate’s solid quantitative approach with SIX’s rules based approach.
The leading Swiss sustainable fixed income and equity indices , born from Inrate’s Environmental, Social and Governance (ESG) data and developed by the Swiss Stock Exchange. A blend of Inrate’s solid quantitative approach with SIX’s rules based approach.
ESG Indices
SBI ESG Index, SPI ESG Index
Newsflash
ESG Data for a Better View of the Big Picture, Alternative data enables investors to value companies also on the basis of nonfinancial aspects. ESG data, for example, makes it easier to invest in accordance with sustainability criteria – a hot trend at the moment.
Few Words about the ESG Indices
Few Words about the ESG Indices
All ESG Indices integrate elements of sustainability with market wide diversification. The indices consist of bonds of the Swiss Bond Index (SBI) issuers or of components of the Swiss Performance Index (SPI) which meet a minimum requirement regarding the ESG Impact Rating. Hence, investments in economic activities that are damaging to a substantial degree for the environment or the social system are not included in the diversification scope, regardless of the sector. Further, issuers or components which make less than 5% turnover in any of the following disputed sectors are considered: Adult Entertainment, Alcohol, Defense, Gambling, Genetic Engineering, Nuclear Energy, Coal, Oil Sands and Tobacco. Additionally, the SBI issuers or components of the SPI must not be involved in the production and distribution of controversial weapons, nor violat e any international convention. The ESG Investment Rules are in line with international standards, such as UN Global Compact. The components are weighted by their market capitalization.
ESG Impact Ratings
ESG Impact Ratings
Inrate’s ESG Impact Ratings consolidate the footprints of economic activities according to their significance with regards to the achievement of sustaina ble development goals. It is an economic measure as it takes into account the economic size of the footprints and the Ratings are ranking all issuers in an asset class and the asset classes among themselves.
What is included in the SIX ESG Indices
Companies with improved sustainability
Companies with a positive, neutral or reduced negative impact, which already fulfill the characteristics of sustainable economic activity or represent an important intermediate step on the way towards it (i.e. transition economies)
Companies neither involved in controversial weapons nor in severe conduct breaches
Companies not involved in the production or distribution of antipersonnel mines, cluster munitions, nuclear weapons nor in severe conduct breaches or breaches of international conventions
Companies with a negative impact
Companies with a negative social and environmental impact, i.e. ESG Impact Rating of C or lower
Involvements
Companies are excluded from the indices if they have a substantial involvemement in:
Adult entertainment, Alcohol, Coal, Defense, Firearms, Gambling, GMOs, Nuclear energy, Oil sands, Tobacco
Adult entertainment, Alcohol, Coal, Defense, Firearms, Gambling, GMOs, Nuclear energy, Oil sands, Tobacco
Controversial weapons
Companies involved in the production and/or sale of anti-personnel mines, cluster munitions, nuclear weapons
