FTSE KLD Indices

The family includes:

• FTSE KLD Global Climate 100 Index

  Designed to provide investors with access to investment in the top 100 globally listed companies, whose activities demonstrate the greatest potential for mitigating the immediate and long-term causes of climate change. Leadership on climate issues is defined by the level of involvement in, and strategic commitment to, three best-practice categories: renewable energy, clean technology and efficiency future fuels.

• FTSE KLD Global Sustainability (GSI) Index Series

  This series is designed to provide investors with robust index solutions through which to identify and invest in companies that are committed to long- term environmental, social and governance (ESG) sustainability. Top ESG-ranked companies are identified by sector in North America, Europe and Asia-Pacific to create a range of regional sustainability indexes. Sustainability refers to the degree to which companies address the social and environmental needs of the present without compromising the quality of life for future generations.

• FTSE KLD US Sustainability All Cap Index Series

  The FTSE KLD US All Cap Sustainability Index Series is a broadly diversified and comprehensive representation of the U.S. equity market available to investors seeking to integrate environmental, social and governance (ESG) criteria into their investment strategies. The index series holds companies with the highest ESG rankings, according to KLD Research & Analytics Inc. in each sector of the U.S. equity market. There are six indices in the series, one each for Large, Mid, and Small cap and composite indices for Large-Mid and Small-Mid cap.

• FTSE KLD Catholic Values 400 Index

  The FTSE KLD Catholic Values 400 Index is designed to represent the large-cap U.S. equity market available to Catholic investors who seek equity ownership in alignment with the moral and social teachings of the Church.

• FTSE KLD 400 Social Index

  The FTSE KLD 400 Social Index is a float-adjusted, market capitalisation-weighted, common stock index of U.S. equities. Launched by KLD Research and Analytics, Inc. in May 1990, it is the first benchmark index constructed using environmental, social and governance (ESG) factors. It is a widely recognised benchmark for measuring the impact of social and environmental screening on investment portfolios. The index holds companies that have positive environmental, social and governance performance relative to their industry and sector peers, and in relation to the broader market.

• FTSE KLD Select Social Index

  The FTSE KLD Select Social Index is constructed to maximise exposure to positive environmental, social and governance (ESG) factors while exhibiting risk and return characteristics similar to those of the FTSE US 500 Index. The Index is sector-diversified, holding approximately 250 companies with the highest ESG scores from each sector. The eligible universe is limited to companies in the FTSE All-World US Index. Tobacco companies are not eligible.

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