MSCI ESG Indexes

The MSCI ESG Indexes 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.

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Several Global Asset Owners have selected MSCI ESG Indexes, with over $180 billion allocated in recent years1

1 Based on publically available information in press releases published from 2014 to date.
 

Over $108 Billion in institutional, retail and exchange-traded fund assets are benchmarked to MSCI ESG Indexes2

2 As of Mar 2018, based on Bloomberg, Morningstar and MSCI data. Active AUM includes data as of Dec, 2017 reported in Mar, 2018 by eVestment.  Data excludes mandate or policy benchmark related assets.

INTEGRATION

VALUES

IMPACT

ESG EQUITY
ESG FIXED INCOME

BROAD ESG

THEMES

Broad ESG

Themes

n/a

n/a

BROAD esg

ESG Weighted

Sustainability

n/a

SRI

EX Controversial weapons

Catholic values

n/a

Green bond

BROAD ESG – Methodology is based on ESG Ratings reflecting a combination of environmental, social and governance issues

THEMES– Methodology is based on data for specific ESG issue(s)

 

INTRODUCING THE MSCI ESG SCREENED INDEXES

Incorporating a range of ESG exclusions while seeking to maintain a profile similar to market cap indexes

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ESG Integration

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

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WHAT DRIVES THE CAPACITY OF FACTOR INDEX STRATEGIES?

As factor investing becomes increasingly “business as usual,” institutional investors have become keenly interested in the ability of strategies that replicate factor indexes to persistently capture the desired exposures.

Read the blog »

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