MSCI Inc. (NYSE: MSCI), a leading provider of investment
decision support tools worldwide, and Barclays, publisher of
leading broad market bond benchmarks, announced today an agreement
to create a family of co-branded Environmental, Social &
Governance (ESG) fixed income indices. The combination of both
organizations’ expertise will help institutional investors to apply
ESG investment strategies to their bond portfolios.
The ESG fixed income indices will be co-branded and
independently marketed by both firms. These indices will be aimed
at asset owners and managers with ESG commitments, such as UN PRI
(United Nations Principles for Responsible Investing) signatories,
who have exposure to fixed income investments that require a
benchmark which integrates ESG factors. Institutional clients will
be able to use the ESG fixed income indices to create index-linked
investment products, such as Exchange Traded Funds (ETFs),
separately managed accounts, and structured products.
In the coming weeks, MSCI and Barclays will begin meeting with
asset owners, asset managers and investment consultants to
understand their plans for integrating ESG factors into their
investment policies. The consultation process is intended to
ascertain which ESG strategies are most relevant to investors and
to define the methodologies of the new indices.
"As a leading provider of indices and analytics, Barclays
continues to focus on innovation and so we are excited to work with
MSCI, a clear leader in ESG research, to develop and offer a new
market standard,” said Waqas Samad, Head of Index, Portfolio and
Risk Solutions at Barclays. “This agreement brings our respective
expertise in fixed income and ESG together to develop one product
family.”
Baer Pettit, Managing Director and Head of the MSCI Index
Business, said, “MSCI is very pleased to be working with Barclays
to create a family of global ESG fixed income indices. The
objective of MSCI’s ESG business is to provide investors with tools
to integrate ESG factors across a broad range of asset classes.
Working together with Barclays, we expect these new benchmarks to
fill a gap in the market and facilitate the growth of ESG
investment.”
With over 40 years of expertise in equity index construction and
maintenance, MSCI’s equity ESG indices enable clients to benchmark
ESG investment performance, issue index-based ESG investment
products, and report on their compliance with ESG mandates. MSCI is
the only major index provider with in-house ESG research
expertise.
The Barclays Indices platform has offered market-leading
benchmarks and other index products since 1973, to meet the diverse
needs of global investors including investment and market analysis
of both alpha and beta sources, portfolio benchmarking and
performance measurement, asset allocation, and the creation of
index tracking funds and index-based structured products.
About MSCI
MSCI Inc. is a leading provider of investment decision support
tools to investors globally, including asset managers, banks, hedge
funds and pension funds. MSCI products and services include
indices, portfolio risk and performance analytics, and governance
tools. The company’s flagship product offerings are: the MSCI
indices with approximately USD 7 trillion estimated to be
benchmarked to them on a worldwide basis1; Barra multi-asset class
factor models, portfolio risk and performance analytics;
RiskMetrics multi-asset class market and credit risk analytics;
MSCI ESG (environmental, social and governance) Research screening,
analysis and ratings; ISS governance research and outsourced proxy
voting and reporting services; FEA valuation models and risk
management software for the energy and commodities markets; and
CFRA forensic accounting risk research, legal/regulatory risk
assessment, and due‐diligence. MSCI is headquartered in New York,
with research and commercial offices around the world.
1As of June 30, 2011, based on eVestment, Lipper and Bloomberg
data.
For further information on MSCI, please visit our web site
at www.msci.com
About Barclays
Barclays moves, lends, invests and protects money for customers
and clients worldwide. With over 300 years of history and expertise
in banking, we operate in over 50 countries and employ over 140,000
people. We provide large corporate, government and institutional
clients with a full spectrum of solutions to their strategic
advisory, financing and risk management needs. Our clients also
benefit from access to the breadth of expertise across Barclays.
We’re one of the largest financial services providers in the world,
and are also engaged in retail banking, credit cards, corporate
banking, and wealth and investment management.
Barclays offers premier investment banking products and services
to its clients through Barclays Bank PLC.
For more information, visit www.barclays.com
This document and all of the information contained in it,
including without limitation all text, data, graphs, charts
(collectively, the “Information”) is the property of MSCI Inc.
and/or its subsidiaries (collectively, “MSCI”), Barclays Bank PLC.
and/or its affiliates (collectively, “Barclays”), or their
licensors, direct or indirect suppliers or any third party involved
in making or compiling any Information (collectively, with MSCI,
the “Information Providers”) and is provided for informational
purposes only. The Information may not be reproduced or
redisseminated in whole or in part without prior written permission
from MSCI. All rights in the Barclays MSCI Environmental, Social
& Governance (ESG) fixed income indices vest in MSCI and
Barclays.
The Information may not be used to create derivative works or to
verify or correct other data or information. For example (but
without limitation), the Information many not be used to create
indices, databases, risk models, analytics, software, or in
connection with the issuing, offering, sponsoring, managing or
marketing of any securities, portfolios, financial products or
other investment vehicles utilizing or based on, linked to,
tracking or otherwise derived from the Information or any other
MSCI data, information, products or services.
The user of the Information assumes the entire risk of any use
it may make or permit to be made of the Information. NONE OF THE
INFORMATION PROVIDERS MAKES ANY EXPRESS OR IMPLIED WARRANTIES OR
REPRESENTATIONS WITH RESPECT TO THE INFORMATION (OR THE RESULTS TO
BE OBTAINED BY THE USE THEREOF), AND TO THE MAXIMUM EXTENT
PERMITTED BY APPLICABLE LAW, EACH INFORMATION PROVIDER EXPRESSLY
DISCLAIMS ALL IMPLIED WARRANTIES (INCLUDING, WITHOUT LIMITATION,
ANY IMPLIED WARRANTIES OF ORIGINALITY, ACCURACY, TIMELINESS,
NON-INFRINGEMENT, COMPLETENESS, MERCHANTABILITY AND FITNESS FOR A
PARTICULAR PURPOSE) WITH RESPECT TO ANY OF THE INFORMATION.
Without limiting any of the foregoing and to the maximum extent
permitted by applicable law, in no event shall any Information
Provider have any liability regarding any of the Information for
any direct, indirect, special, punitive, consequential (including
lost profits) or any other damages even if notified of the
possibility of such damages. The foregoing shall not exclude or
limit any liability that may not by applicable law be excluded or
limited, including without limitation (as applicable), any
liability for death or personal injury to the extent that such
injury results from the negligence or wilful default of itself, its
servants, agents or sub-contractors.
Information containing any historical information, data or
analysis should not be taken as an indication or guarantee of any
future performance, analysis, forecast or prediction. Past
performance does not guarantee future results.
None of the Information constitutes an offer to sell (or a
solicitation of an offer to buy), any security, financial product
or other investment vehicle or any trading strategy.
MSCI’s indirect wholly-owned subsidiary Institutional
Shareholder Services, Inc. (“ISS”) is a Registered Investment
Adviser under the Investment Advisers Act of 1940. Except with
respect to any applicable products or services from ISS (including
applicable products or services from MSCI ESG Research Information,
which are provided by ISS), none of MSCI’s products or services
recommends, endorses, approves or otherwise expresses any opinion
regarding any issuer, securities, financial products or instruments
or trading strategies and none of MSCI’s products or services is
intended to constitute investment advice or a recommendation to
make (or refrain from making) any kind of investment decision and
may not be relied on as such.
The Barclays MSCI ESG fixed income indices use ratings and other
data, analysis and information from MSCI ESG Research. MSCI ESG
Research is produced by ISS or its subsidiaries. Issuers mentioned
or included in any MSCI ESG Research materials may be a client of
MSCI, ISS, or another MSCI subsidiary, or the parent of, or
affiliated with, a client of MSCI, ISS, or another MSCI subsidiary,
including ISS Corporate Services, Inc., which provides tools and
services to issuers. MSCI ESG Research materials, including
materials utilized in any MSCI ESG Indices or other products, have
not been submitted to, nor received approval from, the United
States Securities and Exchange Commission or any other regulatory
body. Barclays MSC ESG fixed income indices are unmanaged indices
that cannot be invested in directly. None of the Barclays MSC ESG
Indices recommends, endorses, approves or otherwise expresses any
opinion regarding any issuer, securities, financial products or
instruments or trading strategies and none of the Barclays MSCI ESG
fixed income indices is intended to constitute investment advice or
a recommendation to make (or refrain from making) any kind of
investment decision and may not be relied on as such. Any funds,
products or other securities or investment vehicles using or based
on the Barclays MSCI ESG fixed income indices are not sponsored,
endorsed, or promoted by Barclays or MSCI.
Any use of or access to the Barclays MSCI ESG fixed income
indices requires a license from both MSCI and Barclays. Any use of
or access to other index products, services or information of
Barclays requires a license from Barclays. Any use of or access to
products, services or information of MSCI requires a license from
MSCI. MSCI, Barra, RiskMetrics, ISS, CFRA, FEA, and other MSCI
brands and product names are the trademarks, service marks, or
registered trademarks of MSCI or its subsidiaries in the United
States and other jurisdictions. The Global Industry Classification
Standard (GICS) was developed by and is the exclusive property of
MSCI and Standard & Poor’s. “Global Industry Classification
Standard (GICS)” is a service mark of MSCI and Standard &
Poor’s.
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