MSCI Low Carbon at forefront of surge in demand for
Environmental, Social and Governance Indexes
MSCI Inc. (NYSE: MSCI), a leading provider of research-based
indexes and analytics, reports a surge in demand for Environmental,
Social and Governance (ESG) data and indexes.
As of July 2015, equity ETF assets tracking MSCI ESG Indexes
grew nearly 30% to $1.8 billion during 2015. Since December 2013,
assets have more than doubled, rising by 140%, with 22 new ESG ETFs
tracking MSCI indexes. So far in 2015, ten of the 11 ESG ETF’s
launched have been based on MSCI indexes, accounting for 96% of the
total flows in the category.
ETFs tracking the MSCI Low Carbon Indexes accounted for nearly
80% of the total equity ETF assets of carbon themed ETFs since
their launch in September 2014, bringing low carbon ETF assets to
more than $460 million as of July 2015.
Baer Pettit, Managing Director and Global Head of Products,
said, “We’re actively addressing the challenges of integrating ESG
factors into benchmarks, whether to meet the needs of investors who
believe ESG data can enhance investment decisions or those who
simply want to align their portfolios with their values. The
principle that holds all of this together is investors’ belief that
they can capture the market exposure they want, through an
investment vehicle that aims to replicate a transparent,
rules-based index.”
In the last 12 months, ETF providers and pension funds around
the world are increasingly looking to MSCI when taking ESG into
consideration in their investment portfolios, including:
- Merrill Lynch launched new reporting
tools using MSCI ESG Research that allow its more than 14,000
financial advisors to view ESG metrics on select individual SMAs
and fund managers as well as their new Sustainable Impact
Multi-Asset portfolios.
- UBS launched the world’s first ESG
Fixed Income ETF, the Barclays MSCI US Liquid Corporates
Sustainable UCITS ETF
- The UK’s Environment Agency Pension
Fund (EAPF) selected the MSCI World Low Carbon Target Index as the
benchmark for its £ 280 million global passive equities
portfolio.
- The Fourth Swedish National Pension
Fund (AP4), a fund with assets of £ 24bn under management, and
Fonds de Réserve pour les Retraites (FRR), each benchmarked
investments of up to EUR 1 billion to MSCI’s Global Low Carbon
Leaders Indexes at launch. Amundi, a large global fund manager,
also selected the same indexes as their benchmarks.
- AMF Pension Fund, with $ 65 billion in
assets, benchmarked performance for its $ 15 billion equity assets
against the MSCI ACWI ESG and the MSCI Emerging Markets ESG
Indexes.
- The UN Joint Staff Pension Fund seeded
two low carbon ETFs managed by SSGA and iShares that track the MSCI
ACWI Low Carbon Target Index.
About MSCI
For more than 40 years, MSCI’s research-based indexes and
analytics have helped the world’s leading investors build and
manage better portfolios. Clients rely on our offerings for deeper
insights into the drivers of performance and risk in their
portfolios, broad asset class coverage and innovative research.
Our line of products and services includes indexes, analytical
models, data, real estate benchmarks and ESG research.
MSCI serves 97 of the top 100 largest asset managers, based upon
P&I data as of December 2014 and MSCI client data as of June
2015.
For more information, visit us at www.msci.com.
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