Jantzi Social Index

In January 2000, Jantzi Research launched the Jantzi Social Index® with partners Dow Jones Indexes and Montreal-based State Street Global Advisors (SSgA). The JSI, a socially screened, market capitalization-weighted common stock index modeled on the S&P/TSX 60 consists of 60 Canadian companies that pass a set of broadly based environmental, social, and governance rating criteria. The JSI has begun to generate the first definitive data on the effects of social screening on financial performance in Canada.

About the JSI

In creating the JSI, Jantzi Research set out to create a benchmark against which institutional investors could measure the performance of socially screened portfolios.

FAQ

The following lists frequently asked questions about the Jantzi Social Index® and the corresponding answers.


Historical Data

The Jantzi Social Index® was backtested by State Street Global Advisors (SSgA) in Montreal for the period of December 1994 to December 1999...

Real-Time Data

A graphical real-time update of JSI performance, including comparisons with the TSX Composite Index and the TSX 60.


JSI Monitor List

There are currently no companies on the JSI® Monitor List.

Jantzi Social Index Press Releases

Access all Jantzi Social Index press releases.


Creation of the JSI

Jantzi Research began work on the Jantzi Social Index in 1998. The first step in developing the JSI® was to determine what environmental, social, and governance criteria would be used to evaluate Canadian companies.

Evaluation Criteria

In deciding upon specific rating criteria for the Jantzi Social Index®, Jantzi Research considered several underlying questions that provided the foundation for decision making.


JSI Member Companies

The Jantzi Social Index® top companies is a list of the top company in each sector by market capitalisation.

Investment Products

In April 2001, Meritas Mutual Funds launched the Social Index® Fund, an RRSP eligible mutual fund that invests in common shares of the 60 companies that comprise the JSI®.


Maintenance of the JSI

Jantzi Research maintains the Jantzi Social Index® at 60 companies at all times, deleting companies when necessary and identifying appropriate replacements. Jantzi Research keeps turnover of the JSI to a minimum.

JSI Changes

The following lists additions to and removal from the Jantzi Social Index®.


Quantitative Review

Jantzi Research's quantitative analysis of the JSI® is comprised of two elements: regular reporting of daily closing values and comparative performance, and historical back-testing.

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