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.

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.
The aim of the indices is to ensure the broadest possible market and therefore a sufficiently high diversification, thereby implementing sustainability to an extent that could be considered a general standard.

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.

SBI ESG Index

SBI ESG Index

Facts & Figures
Data as of November 30, 2020

SBI ESG

#issuers, based on rating

SPI ESG Index

SPI ESG Index

Facts & Figures
Data as of November 30, 2020

SPI ESG

Selection by Rating, Weighting by Freefloat Market Capitalization

What is included in the SIX ESG Indices

What is included in the SIX ESG Indices

What is not included in the SIX ESG Indices