ESG Equity Indices

ESG Equity Indices

The Sustainable Counterpart to the Swiss Benchmark Index SPI

Swiss Performance Index (SPI) as a Basis

To date, there has been no recognized ESG equity benchmark for the Swiss equity market. SIX has therefore decided to change this. The Swiss Performance Index (SPI) is the basis for the new ESG indices.

The SPI ESG indices allow investments in Swiss stocks of companies that have a standardized and well-founded sustainability profile. In this way, SIX enables the promotion of companies that operate sustainably and thus a long-term, more sustainable orientation of the Swiss economy. As part of the general trend towards sustainable investments, SIX is meeting this market need with the new indices. The companies in the SPI ESG index are evaluated with regard to a defined number of ethical, social and measurable corporate governance criteria. These criteria relate to all relevant entrepreneurial activities. The new indices offer a standardized way to invest in Swiss stock corporations in accordance with ESG criteria.

Launched on 1 Feb 2021
History available since 1 Jul 2010

Key Product Information

  • Methodology Rulebook Governing Equity and Real Estate Indices

    This document is an integral part of the Swiss Index Rules.

    Open document
  • Factsheet: SPI ESG Weighted Total Return

    The SPI ESG Weighted Total Return measures the development of Swiss equities based on an ESG Rating metric provided by Inrate. The index consists of those components of SPI which have at least a rating of C+ on a Scale from A to D and make less than 5% turnover in disputed sectors.

    Open document
  • Factsheet: SPI ESG Weighted Price

    The SPI ESG Weighted Price measures the development of Swiss equities based on an ESG Rating metric provided by Inrate. The index consists of those components of SPI which have at least a rating of C+ on a Scale from A to D and make less than 5% turnover in disputed sectors.

    Open document
  • Factsheet: SPI ESG Total Return

    The SPI ESG Total Return measures the development of Swiss equities based on ESG Ratings provided by Inrate. The index consists of those components of SPI which have at least a rating of C+ on a Scale from A+ to D- and make less than 5% turnover in disputed sectors.

    Open document
  • Factsheet: SPI ESG Select Total Return

    The SPI ESG Select Total Return measures the development of Swiss equities based on ESG Ratings provided by Inrate. At the index Review date the components are selected for the index until it contains half the number of components of SPI.

    Open document
  • Factsheet: SPI ESG Select Price

    The SPI ESG Select Price measures the development of Swiss equities based on ESG Ratings provided by Inrate. At the index Review date the components are selected for the index until it contains half the number of components of SPI.

    Open document
  • Factsheet: SPI ESG Price

    The SPI ESG Price measures the development of Swiss equities based on ESG Ratings provided by Inrate. The index consists of those components of SPI which have at least a rating of C+ on a Scale from A+ to D- and make less than 5% turnover in disputed sectors.

    Open document

Performance

 

Launched on 29 Mar 2021
History available since 1 Jul 2010

Historical Index Data

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