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.

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)

For up to date ESG Index performance please visit here.

MSCI ESG Research LLC. is a Registered Investment Adviser under the Investment Adviser Act of 1940. The most recent SEC Form ADV filing, including Form ADV Part 2A, is available on the U.S. SEC’s website at www.adviserinfo.sec.gov.

MIFID2/MIFIR notice: MSCI ESG Research LLC does not distribute or act as an intermediary for financial instruments or structured deposits, nor does it deal on its own account, provide execution services for others or manage client accounts. No MSCI ESG Research product or service supports, promotes or is intended to support or promote any such activity. MSCI ESG Research is an independent provider of ESG data, reports and ratings based on published methodologies and available to clients on a subscription basis.  We do not provide custom or one-off ratings or recommendations of securities or other financial instruments upon request.

ESG ADV 2A
ESG ADV 2B (brochure supplement)

¹ Climate Data and Metrics, Climate Risk Reporting and Scenario Analysis are provided by MSCI ESG Research LLC. MSCI ESG Indexes and Analytics utilize information from, but are not provided by, MSCI ESG Research LLC. MSCI Equity Indexes are products of MSCI Inc. and are administered by MSCI UK Limited.

² Source: https://www.unepfi.org/news/industries/investment/changing-course-unep-fi-and-twenty-institutional-investors-launch-new-guidance-for-implementing-tcfd/ – https://www.unepfi.org/wordpress/wp-content/uploads/2019/05/TCFD-Changing-Course-Oct-19.pdf

³ https://www.seia.org/solar-industry-research-data

⁴ https://firststreet.org/press/rising-seas-swallow-403-million-in-new-england-home-values/

⁵ https://www.ibtimes.co.in/watch-india-unveils-ambitious-plan-have-only-electric-cars-by-2030-724887

⁶ Source: https://www.insurancejournal.com/news/international/2020/01/08/553871.htm