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Title:Which companies are eligible to be included in the Investment Register?
Date of publishing:September 20, 2011
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Category:Other content
Language:English
Also available in the following languages:Dutch, French

Which companies are eligible to be included in the Investment Register?

Companies which are assigned an A or B rating after the assessment are eligible to be included in the Ethibel PIONEER Investment Register.The Ethibel EXCELLENCE Investment Register also include companies with a C rating.

The scores are granted by the Register Committee, which then advises the Forum ETHIBEL Board of Directors on the inclusion in the Investment Register.The final decision is made by the Board of Directors.

Forum ETHIBEL aims for a balanced and varied register which allows fund managers to compose financially and technically sound portfolios.Principle The Vigeo assessment universe, based on STOXX® Global 1800, complemented with ‘medium-sized’, ‘small’ or ‘micro’ shares and sometimes with unlisted equity.

For the Ethibel EXCELLENCE label we have the obligation to include 25% of the market capitalisation in DJ STOXX Europe 600 in the Register, excluding the ‘Aerospace & Defence’ and ‘Tobacco’ industries.This is not guaranteed for other regions.Because Forum ETHIBEL is continuously looking for companies from all regions and industries, the Investment Register is composed in a balanced and varied way.This gives fund managers the chance to compose a financially and technically sound portfolio and, if required, to add some personal touches.

 

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