Entelligent offers a suite of indices based upon climate change and varying patterns of energy usage and their effect on publicly traded securities. Our indices are designed to outperform various market benchmarks and can be tailored to individual client needs.
Entelligent’s Smart Climate Indices are designed to significantly reduce the risk of climate change and to increase investment performance when compared to relevant well-known benchmarks.
Index calculations involve a 3-step process, beginning with En-Roads, a global integrated resource assessment model that constructs climate and energy simulations based on a system of dynamic equations.
In step one, simulations rely on multiple feedback loops to determine changes in future energy investment, capital expenditure and supply costs impacting global carbon emissions.
In step two, a separate financial simulation model forecasts the sensitivity of each security to varying carbon emissions scenarios based on historic sensitivity to varying energy input sources, and on the forecasts from step one, which is updated regularly.
In the final step, the optimization process makes adjustments to constituent weightings, over-weighting individual securities that demonstrate the least sensitivity to a baseline carbon emissions scenario, and under-weighting those with high sensitivity.
All Smart Climate indices are rebalanced on a quarterly basis.
Smart Climate 500 Index - SCLMX
The SCLMX Index uses SPDR S&P 500 ETF as the parent index.
Historical Performance SCLMX: January 2006- March 2018
Over the 12-year and three-month period from January 2006 to March 2018, the SCLMX Index outperformed the benchmark SPDR S&P 500 ETF by 16%.
The SCLMX is designed to maximize performance while minimizing the sensitivity to projected high and low carbon emissions scenarios. It achieves this with significantly lower beta (0.75) compared to the benchmark, while also outperforming the benchmark's Treynor and Sharpe Ratios. Treynor Ratios for SCLMX and benchmark are 11.38 and 7.64 respectively. Sharp ratios for SCLMX and benchmark are 0.75 and 0.57 respectively.
The SCLMK Index uses the Russel 1000 Index (INDEXRUSSELL: RUI) as the parent index.
Historical Performance SCLMK: January 2006 - March 2018
Over the 12-year and three-month period from January 2006 to March 2018, the SCLMK Index outperformed the benchmark Russell 1000 Index by 69%.
The SCLMK Index is designed to maximize performance while minimizing the sensitivity to projected high and low carbon emission scenarios. It achieves this with significantly lower beta (0.92) compared to the benchmark while also outperforming the benchmark’s Treynor and Sharpe Ratios. Treynor Ratio for SCLMK and benchmark are 10.79 and 6.72 respectively. Sharpe Ratio for SCLMK and benchmark are 0.70 and 0.45 respectively.Register with entelligent.com
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Revision No. 1, Dated July 1, 2015
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We also have activated the following Google Analytics features to gather and track Personal Information and User Information: (i) Demographics and Interest Reports, (ii) Remarketing, and (iii) Advertising Reporting. Users of our Site may opt out of these features by following the procedures and links described below under Third-party Advertisements, Links to Other Sites and Opt-Outs.
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User Information may be obtained by us through automatic data collection technologies, including: (i) details of your visits to the Site and the resources that you access and use on the Site; and (ii) your computer and internet connection, including your IP address, operating system and browser type. These technologies may also be used by us to collect information about your online activities over time and across third-party websites or other online services (behavioral tracking). Third-party Advertisements, Links to Other Sites and Opt-Outs., below, for information on how you can opt out of behavioral tracking on this website and how we respond to web browser signals and other mechanisms that enable consumers to exercise choice about behavioral tracking. User Information collected by us automatically is statistical data and does not include personal information. Technologies used by us to automatically collect data include:
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BDC II, LLC dba Entelligent
5378 Sterling Drive Boulder, CO 80301
Telephone: 303-443- 9447
Revision No. 1, Dated July 1, 2015
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Entelligent is a news and information service that includes newsfeeds, profiles, reports, newsletters and other data and information concerning publicly traded companies, business, the energy industry, governmental policies, and the environment. This information is presented and made available solely for general information purposes. We are not securities brokers/dealers or tax, legal, insurance or investment advisors. You understand that no Content published on this Site constitutes a recommendation for any individual stock, portfolio of stocks, transaction or investment strategy that is suitable for any specific person, including yourself. You understand that an investment in any security is subject to a number of risks and that none of the Content published on the Site will identify or describe risks or other relevant information needed to make an investment decision with respect to any securities. You alone are responsible for your own investment decisions and acknowledge that nothing on this site, including, but not limited to, the Content is investment advice. You should independently verify all information included in our Site and our Content. We do not warrant the accuracy, completeness or usefulness of the Content. Any reliance you place on such information is strictly at your own risk. We disclaim all liability and responsibility arising from any reliance placed on such materials by you or any other visitor to the Site, or by anyone who may be informed of any of its contents
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BDC II, LLC dba Entelligent
5378 Sterling Drive Boulder, CO 80301