Barclays and MSCI Inc. (NYSE: MSCI) today announced the launch
of a global family of Environmental, Social & Governance (ESG)
Fixed Income Indices, the first fixed income benchmark indices
based primarily on ESG factors. The indices are co-branded
“Barclays MSCI” and will be independently marketed by both
firms.
The Barclays MSCI ESG Fixed Income Indices comprise more than
500 standard and bespoke indices representing the most widely used
ESG strategies and investment objectives across three
categories:
- Barclays MSCI Socially Responsible
(SRI) Indices exclude issuers that engage in particular
businesses activities that may be restricted for certain investors
and are intended for investors whose investment selections are
governed by values-based policies.
- Barclays MSCI Sustainability
Indices apply a best-in-class methodology to select issuers
(sovereign, corporate, and quasi-sovereign) with high ESG ratings
relative to their peers. These indices are intended for investors
who place a premium on companies’ sustainability strategies and
believe ESG criteria can be applied to identify companies that are
more effective in managing the ESG risks unique to their
industry.
- Barclays MSCI ESG Weighted
Indices use ESG ratings to systematically over- and
under-weight issuers within a bond index using an objective
rules-based approach. These indices are targeted toward universal
owners whose investment strategies express a view on the financial
impact that ESG factors will have on their investments.
These indices fill a critical gap in the market by providing
asset owners and managers with ESG commitments, such as UN PRI
(United Nations Principles for Responsible Investing) signatories,
with a comprehensive series of performance benchmarks.
Additionally, institutional investors will be able to leverage
these indices to create index-linked investment products, such as
Exchange Traded Funds (ETFs), separately managed accounts, and
structured products, based on ESG investment themes.
Waqas Samad, Head of Index, Portfolio and Risk Solutions at
Barclays said: “The Barclays MSCI ESG indices represent an
important milestone in the growth of the ESG fixed income sector
and reflect our ongoing commitment to expand our family of index
products to meet the evolving needs of fixed income investors.”
Baer Pettit, Head of the MSCI Index Business, said: “We are very
pleased to collaborate with Barclays to bring these innovative
products to market. The new indices provide ESG investors with
fixed income assets tools to support their asset allocation
decisions, benchmark performance, conduct attribution analysis as
well as the ability to offer active and passive funds. We expect
the fixed income benchmarks to stimulate growth of ESG investment
in this key asset class.”
About Barclays
Barclays is a major global financial services provider engaged
in personal banking, credit cards, corporate and investment banking
and wealth and investment management with an extensive
international presence in Europe, the Americas, Africa and Asia.
Barclays’ purpose is to help people achieve their ambitions – in
the right way. With over 300 years of history and expertise in
banking, Barclays operates in over 50 countries and employs
approximately 140,000 people. Barclays moves, lends, invests and
protects money for customers and clients worldwide. Barclays offers
premier investment banking products and services to its clients
through Barclays Bank PLC. For more information, visit
www.barclays.com
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 close to USD 7 trillion estimated to be benchmarked to
them on a worldwide basis*; Barra multi-asset class factor models,
portfolio risk and performance analytics; RiskMetrics multi-asset
class market and credit risk analytics; IPD real estate
information, indices and analytics; MSCI ESG (environmental, social
and governance) Research screening, analysis and ratings; ISS
governance research and outsourced proxy voting and reporting
services; and FEA valuation models and risk management software for
the energy and commodities markets. MSCI is headquartered in New
York, with research and commercial offices around the world.
*As of September 30, 2012, as published by eVestment, Lipper and
Bloomberg on January 31, 2013
About MSCI ESG Research
MSCI ESG Research products and services are designed to provide
in-depth research, ratings and analysis of environmental, social
and governance-related business practices to companies worldwide.
ESG ratings, data and analysis from MSCI ESG Research are also used
in the construction of the MSCI ESG Indices. MSCI ESG Research is
produced by MSCI’s indirect wholly-owned subsidiary Institutional
Shareholder Services, Inc. (“ISS”). ISS is a Registered Investment
Adviser under the Investment Advisers Act of 1940.
For further information on MSCI, please visit our web site at
www.msci.com
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& Governance (ESG) fixed income indices vest in MSCI and
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Information containing any historical information, data or
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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 MSCI ESG Fixed Income Indices are unmanaged indices
that cannot be invested in directly. None of the Barclays MSCI ESG
Fixed Income Indices recommend, endorse, approve or otherwise
express any opinion regarding any issuer, securities, financial
products or instruments or trading strategies and none of the
Barclays MSCI ESG Fixed Income Indices are 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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