AVAILABLE BENCHMARKS


BETA ADVANTAGE SUSTAINABLE EQUITY INCOME INDEXES

The Beta Advantage Sustainable Equity Income Indexes aim to provide exposure to companies that historically have demonstrated relatively higher and sustainable levels of income within the parent index universe of securities. The indexes are based on certain Columbia Management Investment Advisers, LLC. investment approaches.

They are designed to reflect the performance of large and mid-cap equities (excluding REITs) across Developed Markets, ranked and weighted according to a composite factor score determined by security dividend yield, dividend growth, and cash-based dividend coverage ratios. The indexes also apply MSCI ESG rating screens to exclude stocks with unfavorable corporate management of environmental and social risk factors.


BETA ADVANTAGE SUSTAINABLE GLOBAL EQUITY INCOME 200 INDEX

The Beta Advantage Sustainable Global Equity Income 200 Index is based on the MSCI World (ex REITs) Index, its parent index, which includes large and mid-cap stocks across Developed Market countries.


BETA ADVANTAGE SUSTAINABLE INTERNATIONAL EQUITY INCOME 100 INDEX

The Beta Advantage Sustainable International Equity Income 100 Index is based on the MSCI World ex USA (ex REITs) Index, its parent index, which includes large and mid-cap stocks across Developed Market countries.


BETA ADVANTAGE SUSTAINABLE U.S. EQUITY INCOME 100 INDEX

The Beta Advantage Sustainable U.S. Equity Income 100 Index is based on the MSCI USA (ex REITs) Index, its parent index, which includes large and mid-cap stocks across the U.S. market.


PERFORMANCE, FACTSHEETS AND METHODOLOGY

Beta Advantage Sustainable Global Equity Income 200 Index

Methodology | Factsheet | Performance
 

Beta Advantage Sustainable International Equity Income 100 Index

Methodology | Factsheet | Performance
 

Beta Advantage Sustainable U.S. Equity Income 100 Index

Methodology | Factsheet | Performance

The Beta Advantage Indexes are custom indexes owned and calculated by MSCI, based on MSCI parent indexes, and aim to reflect the performance of certain Columbia Management Investment Advisers, LLC. investment approaches.