Thematics

Society & Demographics

These indices deal with who we are and how we live, including what and how we buy as consumers and how our age and religion can affect our choices.

Indices

Consumption

The companies in our consumption indices are those involved in the GICS® Consumer Discretionary sector and Retail sub-industry, as well as those companies engaged in the production or distribution of luxury goods or the provision of luxury services.

Learn more

Governance & Social Impact

Our governance and social impact indices are designed to track companies that create value through excellence in employee engagement and development, customer satisfaction, social responsibility, innovation, and high-quality earnings. These indices include companies that rank highly by proprietary sustainability, financial quality, and management criteria, as well as by S&P Global Gender Diversity Score, and that proactively make investments in physical and human capital.

Learn more

Aging Population

These indices seek to target economic sectors that are expected to be impacted by retiree spending due to a changing U.S. demographic. They include fixed income exposure to help reduce equity risk and overall portfolio volatility.

Learn more

Religion

This suite of indices is designed to facilitate passive strategies that do not breach religious norms. Catholic values indices exclude certain activities that are not aligned with the Responsible Investment Guidelines of the U.S. Conference of Catholic Bishops, while Shariah indices adhere to Shariah guidelines and adopt explicit, transparent selection criteria as defined by Islamic law.

Learn more