Index profile

ECPI Global Megatrend 100 Equity

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Principles

ECPI makes Mega Trends investable by selecting the companies able to exploit the business opportunities arising from these systemic changes and grouping them into thematic indices and index strategies.

The trends are:

Emerging Markets (asian infractructure / china consumption)

Population Dynamics (Healthcare / Longevity / Sustainable Technology)

Climate Change (CO2 Emissions / Climate Change / «ECO» Real Estate / Renewabele Energy)

Scarity of Resources OF RESOURCES (Agriculture / «BLUE Gold» / Commodity / Livestock)

ECPI offers a wide range of ESG indices built using its proprietary ESG
Rating Methodology (positive screening) and controversial sector exclusion
(negative screening). ECPI products cover all main global markets and
assets classes, including equity, fixed income (corporate and sovereign),
alternatives and funds.

ECPI's screening methodologies and database of issuers have evolved since
the Company's inception in 1997, incorporating sustainability and other
non-traditional risk factors into quantitative analysis ready for use by
investors. These methodologies take widely-recognised international
standards for sustainability into consideration, including:

- UN Principles for Responsible Investment (UNPRI)
- UN Human Rights Declaration
- UN Global Compact
- International Labour Organisation (ILO) conventions
- ISO, OHSAS and other health and safety standards
- Global Reporting Initiative (GRI)
- The Kyoto Protocol

Excluding criteria

ECPI offers a controversial sector exclusion service for clients wishing to monitor the activity of index constituents in certain, undesirable sectors. The weighting and relevance of the sectors screened can be customised as per clients' needs. Some of the activities screened include:

- Pornography;
- Tobacco;
- Military/army;
- Alcohol;
- Gambling;
- Nuclear energy;
- GMO food production.

Positive criteria

ECPI's ESG Rating Methodology is divided along three major arteries: Environmental, Social and Corporate Governance criteria. Each may be weighted differently in an index depending on the type of issuer, asset class, countries covered or any other client-imposed requirement.

Environmental: Environmental Strategy and Policy; Environmental Management; Products (industry specific); Production Process (industry specific).

Social: Community Relations; Employees and Human Capital.

Governance: Corporate Governance and Shareholder Rights.

Research done by

ECPI

 
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