Global Environment 60 Index (GE60)

KLD Analytics & Research and Jantzi Research Inc. developed the Global Environment 60^sm(GE60) to support investment strategies that help build a more sustainable global economy.

The Global Environment 60 is designed to address global trends that will have a profound impact on capital markets, including demographic shifts, industrialization of the developing world, and climate change. These trends have already increased both demand for and prices of commodities (including water, energy, food and other natural resources) and consumer goods.

The GE60 is constructed of the 12 largest companies from each of these five themes.

FTSE

Methodology

Index Construction

The KLD/Jantzi Global Environment 60 Index (GE60) constituents are selected from a global universe of public companies that are headquartered in or trade on a developed market exchange for their involvement in one of the five abovementioned environmental themes. Only pure-play companies - those that derive a majority (greater than or equal to 50%) of their revenues from themes-related products and services - are considered for inclusion.

Companies with pure-play involvement in one of the five environmental themes are reviewed individually by the GEI Committee prior to addition. In order to ensure the investability of the Index, KLD and Jantzi review certain financial characteristics of the companies, such as float and share price.

The GEI is a float adjusted market capitalization weighted index.

Index Maintenance

The GE60 reconstitutes each year in November at which time the 12 largest companies from each of the five environmental themes, as determined by float-adjusted market capitalization, will be included. Between reconstitutions, KLD may add a company to the GE60 in order to maintain the total number of included companies at 60 at all times. When a company is removed from the GE60 for any reason, it will be replaced by the largest company of the same environmental theme that is not currently included in the Index.

Jantzi-Sustainalytics News

Jantzi-Sustainalytics Co-Sponsors Social Disclosure Consultation

Jantzi-Sustainalytics and the Hennick Centre for Business and Law at York University are conducting a consultation on corporate social disclosure requirements in Ontario.

Now, the organizers are soliciting additional, written input and feedback on the consultation paper and the questions that it raises. From an investor perspective key questions include:

What are the needs of investors for disclosure on corporate social performance?
What form should disclosure requirements take? How prescriptive should such requirement be?
How standardized should reporting be?
Is the “materiality” standard sufficient to ensure adequate corporate disclosure on social performance?
What options, if any, should be considered for the reform of existing disclosure requirements?

Focus

In case you were not able to attend our event Perspectives on Responsible Investment on November 16 you can download the hour-long session about integrating the PRI into your responsible investment strategy.

PERSPECTIVES ON ENGAGEMENT: IMPLEMENTING THE PRI

GLOBAL ESG PLATFORM

Access global ESG research on hundreds of companies.

Acuity Investment Management has used Jantzi-Sustainalytics' services since 2000. Jantzi-Sustainalytics was chosen due to its clear leadership in Canadian focused ESG research. We have found that their analysts continue to have the best understanding of the unique nature of the Canadian investment universe given its high resource sector weighting.