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Title:Half-yearly review of the Ethibel Sustainability Indices (ESI)
Date of publishing:September 18, 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)
September 18, 2015

On September 4th, 2015, the ESI Committee carried out the half-yearly 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 Rulebook. After the review 196 companies are included in the ESI Excellence Europe.

At each review, the ESI Committee withdraws the shares of companies that are no longer listed in the Ethibel Excellence Investment Register, resulting in the withdrawal of the following 8 companies:
 

NOVARTIS SANOFI
ASTRA ZENECA HENNES & MAURITZ
ITV PUBLICIS GROUPE
TECHNICOLOR SIG

In addition, 6 companies were excluded as they do not fulfil the capitalisation requirement with a free float market cap. of less than 0.02% of the total market capitalisation of the index portfolio.
 
BEKAERT HOLMEN
SSAB AB A PETROLEUM GEO-SERVICES
CGG ABENGOA

The shares of the following 9 companies have been selected to enter the ESI Excellence Europe index based on their ratings in the Ethibel Excellence Investment Register:
 
NESTLE DAIMLER
ING GROUP ORANGE
CARREFOUR BANCO POPULAR ESPANOL
NATIXIS ROYAL MAIL
CORE LABORATORIES BPOST
A2A  

 

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 Rulebook. After the review 86 companies will be included in the ESI Excellence Global Index.

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, resulting in the withdrawal of 6 companies:

NOVARTIS SANOFI
ASTRA ZENECA HENNES & MAURITZ
SEVEN AND I HOLDINGS NIPPON TELEGRAPH AND TELEPHONE CORP.
 

Two additional companies were excluded from the index due to corporate actions:

BAXALTA LAFARGE
 

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 3 companies will be included:

SYSMEX CORP. UNILEVER NV UNILEVER PLC
 

All changes will be implemented after the closing hour on Friday September, 18th 2015, and become effective on Monday September 21st.

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.