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MSCI ESG Screened Indexes

An Off-the-Shelf approach to ESG Screens

The MSCI ESG Screened Indexes are designed for institutional investors and aim to exclude companies:

  • associated with controversial, civilian, nuclear weapons and tobacco
  • that derive revenues from thermal coal and oil sands extraction or
  • that are not in compliance with the United Nations Global Compact (UNGC) principles

The indexes incorporate these exclusions while seeking to maintain a profile similar to market cap indexes. The suite of six indexes is available as a standard offering for easier access and implementation.

The exclusions have been selected to span the three pillars of Environmental, Social and Governance (ESG) investing which reflect investors’ most common concerns


KEY FEATURES
  • ESG Screened: to incorporate common exclusions while aiming for a similar profile as market cap indexes
  • Easy to Access: available as part of the standard offering in MSCI’s ESG Index Module and Enhanced Module
  • Easy to Implement: designed to be easy to use and efficient for investors who seek an off the shelf ESG exclusion index

 

KEY BENEFITS
  • Designed to maintain a broad coverage with similar profile to market cap index
  • Targets Zero exposure to Controversial Weapons or Tobacco Producers
  • Aims to exclude companies involved in controversial businesses
  • Limited exclusions designed to lead to manageable tracking error vs parent index
  • Aims to reduce Carbon Footprint

Available Indexes

MSCI EMU ESG Screened Index

PerformanceFactsheet

MSCI USA ESG Screened Index

Performance | Factsheet

MSCI Europe ESG Screened Index

Performance | Factsheet

MSCI World ESG Screened Index

Performance | Factsheet

MSCI Japan ESG Screened Index

Performance | Factsheet

MSCI Emerging Markets IMI ESG Screened Index

Performance | Factsheet

Applications

The indexes can be used to support:

  • Strategic asset allocation: Consistent, broad indexes that aim to represent the performance of the full spectrum of the global equity opportunity set without home bias
  • Performance benchmark and attribution: An industry-leading suite for global mandates, with regional, country, sector and other subsets available for more targeted investment mandates
  • Research: A leading source for global equity markets and underlying security-level data for sell-side research
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