Smart Climate Indices

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.

Smart ClimateTM Indexing Methodology

  1. Weight index components for high performance under specific climate change emission scenarios.
  2. Weight index components for best-of-class environmental, social, and governance (ESG) rankings.
  3. Weight index components to maximize financial returns and manage financial risks.
  4. The Smart Climate 500 Index family uses a highly recognized large cap benchmark as its universe for constituent selection (the “parent index”).

 

Smart ClimateTM 500 Index Family Overview

Smart ClimateTM Low Emissions 500 Index (SC_Low)

Entelligent’s Smart Climate Low Emissions 500 Index is designed to meet fundamental financial objectives while exhibiting bias for companies that have higher performance under low emission scenarios. This index favorably weights companies that perform well under robust environmental policy changes.

Smart ClimateTM Base Emissions 500 Index (SC_Base)

Entelligent’s Smart Climate Base Emissions 500 Index is designed to meet fundamental financial objectives while exhibiting bias for companies that are minimally impacted by either low or high emission scenarios. This index favorably weights companies that show low sensitivity to macroeconomic risks.

Smart ClimateTM High Emissions 500 Index (SC_High)

Entelligent’s Smart Climate High Emissions 500 Index is designed to meet fundamental financial objectives while exhibiting bias for companies that have higher performance under high emission scenarios. This index favorably weights companies that perform well under lenient environment policy changes

 

Historical Performance 2011-2017

 

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