With AP4, FRR and Amundi as first adopters,
having provided critical insights
- New indexes consist of companies
with significantly lower carbon emissions and fossil fuel reserves
than the broad market
- Indexes licensed by Amundi for the
creation of index-tracking solutions
- Leading asset owners, AP4 and FRR,
plan to use new indexes as benchmarks for passive mandates
MSCI Inc. (NYSE:MSCI), a leading provider of investment decision
support tools worldwide, announced today the launch of the MSCI
Global Low Carbon Leaders Indexes, consisting of companies with
significantly lower carbon exposure than the broad market.
The indexes were developed at the request of and with critical
insights from Fourth Swedish National Pension Fund AP4, Fonds de
Réserve pour les Retraites (FRR) and Amundi, who were looking for
representative benchmarks in the transition to a low carbon
economy. MSCI then consulted on the proposed methodology with a
variety of investors globally.
The MSCI Global Low Carbon Leaders Indexes are based on the MSCI
ACWI Index, the global policy benchmark covering developed and
emerging markets, and utilize MSCI ESG CarbonMetrics data from MSCI
ESG Research Inc. The MSCI Global Low Carbon Leaders Indexes are
the first in the industry to address two dimensions of carbon
exposure - carbon emissions and fossil fuel reserves - providing
clients with an effective tool for limiting the exposure of their
portfolios to carbon risk. While selecting companies with a lower
carbon exposure, the indexes aim to maintain a wide and consistent
market exposure by minimizing the tracking error compared to the
performance of the parent standard indexes.
“Amundi’s mission is to constantly deliver concrete and
innovative answers to meet the sustainable investing needs of our
clients,” said Pascal Blanqué, CIO of Amundi.
Valerie Baudson, Global Head of ETF & Indexing at
Amundi, added, "This collaboration with MSCI, AP4 and FRR is
also an excellent illustration of our index fund management
capabilities and our core focus on providing fully tailored index
solutions to our clients.”
Amundi, which has USD 1.1 trillion in assets under management1,
has licensed the MSCI Global Low Carbon Leaders Indexes for the
creation of index-tracking solutions.
Mats Andersson, CEO of AP4, commented, “We are delighted
to have contributed, with FRR and Amundi, to the launch of MSCI
Global Low Carbon Leaders Indexes, as we see a low carbon
investment approach becoming more popular and mainstream. AP4 plans
to invest with its partners up to EUR 1 billion in these new low
carbon investments. Combined with a carbon footprint disclosure, we
are confident that this approach can offer an alternative source of
return while working for the public good.”
Yves Chevalier and Olivier Rousseau, members of the FRR
executive management board, said, “These low carbon indexes are
a promising avenue that can bring about increased awareness among
listed companies that carbon is a major issue for a large investor
community, for environmental as well as financial risk reasons. We
see them as a new, pragmatic and powerful addition to FRR’s climate
toolbox. And hence FRR intends to allocate a substantial initial
amount up to EUR 1 billion to seed this investment strategy and so
encourage the development of sustainable finance underpinned by
strong economics.”
Baer Pettit, Managing Director and Global Head of the MSCI
Index Business, added, “Today’s launch of the MSCI Global Low
Carbon Leaders Indexes provides asset managers, asset owners and
ETF providers with a broad and representative benchmark that will
help address clear demand from institutional investors who are
increasingly aware of the investment risks associated with the
transition to a low carbon economy. We are delighted that Amundi
have chosen to license the indexes and look forward to extending
our close working relationship still further.”
MSCI and Amundi will together run a series of roadshows around
the world to present their respective expertise and
capabilities.
The launch of the MSCI Global Low Carbon Leaders Indexes has
received the support of various internationally renowned
organizations, among them UNEP FI.
Achim Steiner, Executive Director of UNEP, and UN
Under-Secretary General, said, “From a UN perspective
decarbonizing the portfolios of institutional and retail investors
worldwide can be a powerful conduit to realizing low carbon
economic growth. Through its Finance Initiative, UNEP encourages,
supports and facilitates financial innovation that enables a
systemic 'greening' of the world's financial markets. This series
of low carbon indexes is a prime example of such leading innovation
that we look forward to helping catalyze and mainstream in months
and years to come.”
1 Source Amundi, as of end June 2014
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
indexes, portfolio risk and performance analytics, and ESG data and
research.
The company’s flagship product offerings are: the MSCI indexes
with over USD 9 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; IPD real estate information,
indexes and analytics; MSCI ESG (environmental, social and
governance) Research screening, analysis and ratings; 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.
1 As of March 31, 2014, as reported on June 25, 2014, by
eVestment, Lipper and Bloomberg
For further information on MSCI, please visit our web site
at www.msci.com.
Media Enquiries:MHP Communications, LondonNick Denton,
+44-20-3128-8754Christian Pickel, +44-20-3128-8208orMSCI, LondonJo
Morgan, +44-20-7618-2224orMSCI, New YorkMichele Clarke,
+1-646-732-5079orMSCI Global Client Service:EMEA Client Service,
+44-20-7618-2222orAmericas Client Service, 1-888-588-4567 (toll
free) / +1-212-804-3901orAsia Pacific Client Service,
+852-2844-9333
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