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MSCI ESG Indexes

The MSCI ESG Index Families are designed to support common approaches to environmental, social and governance (ESG) investing, and help institutional investors more effectively benchmark to ESG investment performance as well as manage, measure and report on ESG mandates.  MSCI’s ESG Indexes also provide institutional investors with transparency into ESG sustainability and values alignment, together with the ability to compare holdings.

For further information download our brochure.
 

MSCI – A leader in ESG Indexes

With over $56 Billion in assets benchmarked to MSCI ESG Indexes1, MSCI continues to be a leader in ESG indexing and research.      

1 of Dec 2016, based on Bloomberg, Morningstar and MSCI data. Active AUM includes data as of September 30, 2016 reported on December 31, 2016 by eVestment.             

INTEGRATION

VALUES

IMPACT

ESG EQUITY
ESG FIXED INCOME

BROAD esg

ESG Weighted

Sustainability

n/a

SRI

EX Controversial weapons

Catholic values

n/a

Green bond

 

MSCI ESG Universal Indexes

The new MSCI ESG Universal Indexes are a modern way of indexing, and are designed to address the needs of asset owners (who also classify themselves as universal owners), who may look to enhance their exposure to ESG while maintaining a broad and diversified universe to invest in. 

By re-weighting free-float market cap weights based upon certain ESG metrics tilting away from free-float market cap weights, the indexes enhance exposure to those companies that demonstrate both a higher MSCI ESG Rating and a positive ESG trend, while maintaining a broad and diversified investment universe.  

The MSCI ESG Universal Indexes exclude only companies found to be in violation of international norms (for example, facing very severe controversies related to human rights, labour rights or the environment) and companies involved in controversial weapons (landmines, cluster munitions, depleted uranium, and biological and chemical weapons).

The MSCI ESG Universal Index Family is the latest in a suite of MSCI Indexes and tools designed to help institutional investors globally integrate ESG into their investment decision-making processes. 

There are five indexes within this MSCI Universal ESG Index Family:

1. MSCI ACWI ESG Universal Index

Performance  |  Factsheet

2. MSCI World ESG Universal Index

Performance  |  Factsheet 

3. MSCI EM ESG Universal Index

Performance  |  Factsheet

4. MSCI Europe ESG Universal Index

Performance  |  Factsheet

5. MSCI USA ESG Universal Index

Performance  |  Factsheet 

 

Further Reading: 

How to Integrate ESG without Sacrificing Diversification

Keep it broad: An approach to ESG strategic tilting

MSCI ESG Universal Indexes Methodology

MSCI ESG Indexes

How to integrate ESG without sacrificing diversification

As institutional equity investors increasingly think about the long term, they may adjust their portfolios to accommodate environmental, social and governance (ESG) concerns in their investment decision-making processes.

ESG Integration

The world is changing. With it, the world of investing is changing.

Modern index strategy

MSCI indexing offers a modern, seamless and fully integrated approach to measuring the full equity opportunity set, with no gaps or overlaps.

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