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Title:Half-yearly review of the Ethibel Sustainability Indices (ESI)
Date of publishing:March 16, 2015
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Category:News
Language:English
Also available in the following languages:Dutch, French

Half-yearly review of the Ethibel Sustainability Indices (ESI)
March 16, 2015

On March 6th, 2015, the ESI Committee carried out the annual review of the components of the Ethibel Sustainability Index Excellence Europe and the Ethibel Sustainability Index Excellence Global.

ESI Excellence Europe

The ESI Excellence Europe index selects the 200 best rated companies on the basis of Forum ETHIBEL’s ratings and in accordance with the ESI Guidelines. At the review date the ESI Excellence Europe contained 198 companies.

At each yearly review, the ESI Committee withdraws the shares of companies that are no longer listed in the Ethibel Excellence Investment Register, are not in the reference index (Russel European) or do not fulfil the capitalisation requirement. Accordingly, the following 7 companies will be withdrawn from the index: 

ARCADIS HOLCIM
HEINEKEN PORTUGAL TELECOM
HEINEKEN HLDG DE LA RUE
HOCHTIEF  

The shares of the following 9 companies have been selected to enter the ESI Excellence Europe index based on their rating in the Ethibel Excellence Investment Register:
 
BASF VALEO
VINCI TRAVIS PERKINS
REPSOL GAS NATURAL SDG
PORSHE PREF WARTSILA
MERCK  

 

ESI Excellence Global

The ESI Excellence Global index selects the best rated companies among the largest companies worldwide on the basis of Forum ETHIBEL’s ratings and in accordance with the ESI Guidelines. At the review date the ESI Excellence Global index contained 85 companies.

At each yearly review, the ESI Committee withdraws from the ESI indices the shares of companies that are no longer listed in the Ethibel Excellence Investment Register, are not in the reference index (Russel World Index) or do not fulfil the capitalisation requirement (5 billion euro). Accordingly, the following company will be withdrawn:
 

HOLCIM
 

The shares of the companies that are rated "A" or "B" in the Investment Register and have a free float market capitalisation superior to 10 billion euros, are selected to enter the ESI Excellence Global. Accordingly, the following 6 companies will be included:

PERNOD RICARD SAINT GOBAIN
GEBERIT BRITISH LAND COMPANY
NOVOZYMES SWISSCOM
 

All changes will be implemented after the closing hour on Friday March, 20th 2015, and become effective on Monday March 23rd.

Click here in order to consult the ESI Rulebook.

The ESI Excellence Indices components can be consulted here (after registration only) or on the Vigeo website.