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        Robins
          MBA

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      & Analyst

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Investing for the Soul

 

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Editorials

 

Shareholder Values

 
"Almost three-quarters of investors (74 percent) would be more likely to work with an advisor who could give them competitive investment returns from investments that also made a positive impact on society and 65 percent of investors would be more likely to stay with an advisor who could discuss responsible investing with them."
--
TIAA Global Asset
    Management
(USA)
    May 2016

"92% of Canadians say that it's important to choose investments that are aligned with their values. By contrast, only 14% of advisors raised the topic of RI [responsible investing] with their clients."
--
Deb Abbey referring
    to 2014 NEI study
    Investment
    Executive
   
(Canada) April 2015

"70% of people [in UK] want to invest ethically but the financial services industry is failing to respond." Referencing research by Abundance.
--
Acquisition
    International
   
(UK) June 2015

 

Ethical Investing Stock and Bond Indices

ACT Australian Cleantech Index
(Australia) "The ACT Australian CleanTech Index provides a measure of the performance of the Australian listed stocks in the Cleantech sector. With over 60 companies following under the coverage of the index and with a combined market capitalisation of over $16Bn, the index presents the only picture of the industry’s growth in a single measure.."

Barclays MSCI Green Bond Index
(USA) "The Barclays MSCI Green Bond Index provides a clear and independently evaluated measure of the global green bond market, setting a rigorous standard for this growing new asset class."

Bovespa ISE
(Brazil) "(ISE), a groundbreaking initiative in Latin America, is designed to create an investment environment compatible with contemporary society’s need for sustainable development and to encourage corporations to be ethically responsible."

Calvert Social Index
(USA) "The Calvert Social Index is a free float-adjusted, market capitalization weighted index that measures the performance of large and mid-cap US-based companies. All securities in the index meet Calvert's Signature Criteria for sustainable and responsible investing. This section provides comprehensive information on the companies in the Index, the daily value and performance of the Index and the industry sector representation."

Cambridge Impact Investing Benchmark
(USA) "Cambridge Associates and the Global Impact Investing Network have collaborated to launch the Impact Investing Benchmark, the first comprehensive analysis of the financial performance of market rate private equity and venture capital impact investing funds."

CSI ECPI ESG China 40 index
(China) "All the stocks in the SSE180 Corporate Governance index are rated by ECPI ESG method. Those who rank top 40 are selected as the CSI ECPI ESG China 40 index constituents. The CSI ECPI ESG China 40 index is designated to provide underlying for investors."

Dow Jones Sustainability Indices
(Global) "Independent research has reaffirmed the robustness and relevance of RobecoSAM’s Corporate Sustainability Assessment (CSA) methodology, which is the basis for the DJSI. In Rate the Raters, published in January 2014, the DJSI was once again identified as the most widely recognized sustainability rating/ranking."

ECPI Global/Thematic Equity Indices
(Global) "ECPI uses a rule-based approach involving approximately 100 key performance indicators to evaluate an issuer’s environmental, social and governance sustainability... ECPI’s proprietary rating scale ranges from “F” to “EEE”, along 9 notches. Rating thresholds may be customized."

ET Carbon Indexes
(Global) "ET low-carbon indexes can be viewed as a ‘free option’ on carbon risk. While the introduction of significant limits on carbon emissions is postponed they obtain the same returns as the benchmark index, but as soon as carbon emissions are significantly priced and limits on carbon emissions grow the ET Indexes will outperform the benchmark."

Etho Climate Leadership Index (ECLI)
(USA) "An equally weighted index of climate leaders which combines quantitative climate efficiency with fossil free and ESG investing strategies. Based on backtesting and annual climate efficiency rebalencing, ECLI has substantially outperformed all broadbased market indexes over the past 10 years."

Fossil Free Indexes
(Global) "The Fossil Free Indexessm are a suite of benchmarks designed for investable products that provide broad market exposure to index investors who wish to divest from fossil fuel companies. These investors are typically motivated either by a concern about unacceptable levels of climate change or by a concern about overvaluation and risk in the sector."

FTSE4Good Index Series
(Global) "The FTSE4Good Index Series is designed to measure the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices. Transparent management and clearly-defined ESG criteria make FTSE4Good indices suitable tools to be used by a wide variety of market participants when creating or assessing responsible investment products."

FTSE Environmental Markets Index Series
(Global) "FTSE Group has partnered with Impax Asset Management to create the FTSE Environmental Markets Index Series, which is broken down into two sub-series: the FTSE Environmental Technology Index Series and the FTSE Environmental Opportunities Index Series; both of which are based on the FTSE Environmental Markets Classification System (EMCS)."

FTSE ECPI Italia SRI Index Series
(Italy) "The FTSE ECPI Italia SRI Index Series is a tool designed to measure the performance of Italian public companies that are following leading ESG practices. Constituents, which are drawn from the eligible universe of FTSE MIB Index plus the FTSE Italia Mid Cap Index, comprise companies that meet specified standards of practice in environmental, social performance and corporate governance..."

FTSE Russell Green Revenues Index Series
(Global) "FTSE Russell’s Green Revenues (LCE) data model and Green Revenues Index Series track companies that generate green revenues – a critical component missing from current sustainability models. Now, investors can accurately identify and support their investment in companies that stand to benefit from the world’s transition to a green economy with consistent, transparent data and indexes."

Jantzi Social Index (JSI)
(Canada) "In January 2000, Jantzi Research launched the Jantzi Social Index®, partnered with Dow Jones Indexes. The JSI, a socially screened, market capitalization-weighted common stock index modeled on the S&P/TSX 60 consists of 60 Canadian companies that pass a set of broadly based environmental, social, and governance rating criteria. The JSI has begun to generate the first definitive data on the effects of social screening on financial performance in Canada."

JSE SRI Index
(South Africa) "Listed companies in the FTSE/JSE All Share index are reviewed annually. The measurement is conducted against a holistic set of Environmental, social and governance (ESG) and related sustainability concerns and a fourth area of climate change."

Maala CSR Index
(Israel) "Maala's CSR Index is an assessment tool Benchmarking Israeli Companies on their corporate social responsibility Performance."

BM&FBOVESPA Corporate Sustainability Index (ISE)
(Mexico) "The ISE is a tool for comparative analysis of the performance of the companies listed on BM&FBOVESPA from the standpoint of corporate sustainability, based on economic efficiency, environmental equilibrium, social justice and corporate governance."

MSCI ESG Indices
(Global) "With 40 years of expertise in index construction and maintenance, MSCI aims to set new standards for ESG indices – allowing clients to more effectively benchmark ESG investment performance, issue index-based ESG investment products, as well as to manage, measure and report on their compliance with ESG mandates."

NASDAQ Green Economy Indices
(Global) "NASDAQ OMX offers a complete family of indexes tracking the growing environmental and clean-energy sector, also known as the 'Green Economy.' Green Economy is the shift of economic development towards sustainable practices in business and infrastructure..."

NASDAQ OMX Sharia Index Family
(Global) "The EDBIZ-NASDAQ OMX Sharia Index Family brings the renowned and widely-followed NASDAQ-100 and OMX Stockholm Benchmark indexes to customers interested in maintaining an Islamic investment portfolio."

The Natural Capital Leaders Index
(Global) "The Natural Capital Leaders index is designed to recognize companies demonstrating natural capital leadership – and in addition, break new ground by identifying those companies that are truly ‘moving the needle’ by decoupling growth from natural capital impact." 

Russell-IdealRatings Islamic Indexes
(Global) "The Russell-IdealRatings Islamic Index offers investors an accurate and complete global-equity market index that reflects established Shariah investment guidelines. Combining the deep experience of the Russell Indexes and the oversight of IdealRatings, these indexes accurately represent of the global Shariah compliant opportunity set."

S&P/TSX 60 Carbon Efficient Index, S&P/TSX 60 Carbon Efficient Select Index and S&P/TSX 60 Fossil Fuel Index,
(Canada) "S&P Dow Jones Indices (S&P DJI)... and Toronto Stock Exchange have today announced the launch of three new climate change index series for Canada... All three indices are derived from the constituents of the S&P/TSX 60, Canada's leading equity benchmark."

S&P 500® Catholic Values Index
(USA) "The S&P 500® Catholic Values Index excludes from the S&P 500 certain activities that are not aligned with the Responsible Investment Guidelines of the U.S. Conference of Catholic Bishops (USCCB). The index is designed for investors who do not want to breach religious norms in their passive investing strategies."

S&P ESG Indices
(Global) "The S&P Environmental, Social and Governance (ESG) Index Series measures the performance of companies that have demonstrated superiority in the areas of environmental, social and corporate governance responsibility. We also offer indices that include companies involved in green investing themes such as ecology & water, clean & alternative energy indices and carbon efficient indices." Note: S&P have launched additional indices in this space.

S&P Shariah Indices
(Global) "Our Shariah indices provide investors with a comprehensive set of Shariah-compliant investment solutions. Representative of each market, with high correlations to their underlying indices, each index offers a comparable investable portfolio while adopting explicit, transparent selection criteria as defined by Islamic law."

SRI-KEHAT Index & Click here for current data
(Indonesia) "The Indonesian stock exchange and a biodiversity foundation have launched an investment index to raise awareness of companies' environmental track records, an environmental group said. The SRI-KEHATI index, which lists 25 companies, is the second single-nation sustainability index in Asia after Japan, according to the Indonesian Biodiversity Foundation."

SSE Sustainable Development Industry Index
(China) "SSE Sustainable Development Industry Total Return Index reflects returns due to both price changes and dividend income, whereas the SSE Sustainable Development Industry Index reflects only the price movements of the underlying shares."

STOXX ESG Leaders Indices
(Global) "The STOXX ESG Leaders indices are sustainability indices based on a fully transparent and rule-based selection process. Sustainalytics, a leading global provider of ESG research and analysis, provides key performance indicators (KPIs) to construct a relative rating using a fully transparent weighting model."

STOXX Europe Sustainability indices
(Europe) "The STOXX Sustainability indices track the performance of sustainable companies based on the proprietary research approach of the renowned sustainable private bank, Bank Sarasin."

STOXX Faith-based Indices
(Europe) "The STOXX Faith-based indices offer investors access to companies that act in line with various religious values by taking into account ethical, social, environmental and economical criteria."

Thomson Reuters Corporate Responsibility Indices (TRCRI)
(Global) "The Thomson Reuters Corporate Responsibility Indices are a suite of benchmarks designed to measure the performance of companies with superior ratings for Environmental, Social and Governance Practices."

Vigeo CSR/ESG Indices
(Global) "Vigeo’s indices are composed of the highest-ranking listed companies as evaluated by the agency in terms of their performance in corporate responsibility."

WilderHill New Energy Global Innovation Index
(Global) "The WilderHill New Energy Global Innovation Index is comprised of companies worldwide whose innovative technologies and services focus on generation and use of cleaner energy, conservation and efficiency, and advancing renewable energy generally."

WilderHill Clean Energy Index
(Global) "A priority of the WilderHill® Index (ECO) is to define and track the Clean Energy sector: specifically, businesses that stand to benefit substantially from a societal transition toward use of cleaner energy and conservation."

 

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Disclaimer: This website does not make investment recommendations. Nothing in this site should be interpreted as a recommendation or solicitation to buy/sell any securities or investments. Investing for the Soul is a source of general information and resources for spiritual investing, ethical investing, and socially responsible investing (SRI). Investors should consider their actions thoroughly and consult their financial advisers and other professionals, prior to taking any investment action. This website does not necessarily agree with the opinions expressed in articles on its pages or offered on the web pages to which it might be linked. Such opinions are the responsibility of the writers themselves. Furthermore, this site does not offer or provide any warranties, representations, guarantees, implied or otherwise, as to the accuracy, legality, copyright compliance, timeliness or usefulness of the information, materials or services on this, or other sites, to which it is linked. Also, Mr. Ron Robins is not an investment advisor, nor is he licensed with any professional investment related body, and thus is not able to, nor does he make, any investment recommendations.

 

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