Overview
Announcements

Methodology Change | Solactive ILIM New World Series | Effective Date 2nd May 2025

Dear all,

Today, on 18 April 2025, Solactive announces the following changes to the methodology of the following indices (the ‘Affected Indices‘):

NAME

RIC

ISIN

Solactive ILIM New World Developed Market Equity Index NTR

.SOILSDMN

DE000SL0DF87

Solactive ILIM New World Developed Market Equity Index PR

.SOILSDMP

DE000SL0DF79

Solactive ILIM New World Developed Market Equity Index TR

.SOILSDMT

DE000SL0DF95

Solactive ILIM New World EAFE Equity Index NTR

.SOILSEAN

DE000SL0J4T6

Solactive ILIM New World EAFE Equity Index PR

.SOILSEAP

DE000SL0J4S8

Solactive ILIM New World EAFE Equity Index TR

.SOILSEAT

DE000SL0J4U4

Solactive ILIM New World Emerging Market Equity Index NTR

.SOILSEMN

DE000SL0DGB3

Solactive ILIM New World Emerging Market Equity Index PR

.SOILSEMP

DE000SL0DGA5

Solactive ILIM New World Emerging Market Equity Index TR

.SOILSEMT

DE000SL0DGC1

Solactive ILIM New World Global Market Equity Index NTR

.SOILSGMN

DE000SL0DGE7

Solactive ILIM New World Global Market Equity Index PR

.SOILSGMP

DE000SL0DGD9

Solactive ILIM New World Global Market Equity Index TR

.SOILSGMT

DE000SL0DGF4

 

Rationale for the Market Consultation
We wanted to refine the guidelines to enhance clarity and alignment with evolving compliance standards.
The addition of a new filter in the nuclear weapons screen ensures that a country’s signatory status is
explicitly considered, improving transparency and decision-making. Similarly, the adjustments to UN
Global Compact compliance incorporate Engagement fields, providing a more comprehensive
assessment of adherence and facilitating more informed evaluations. These refinements strengthen the
overall framework by ensuring it remains relevant and reflective of key regulatory and ethical
considerations

Changes to the Index Guideline
The following Methodology changes will be implemented in the following points of the Index Guideline 2.2.I Exclusion List:
From (old version):

Filter

Detail

Commentary

UN GC violators

 

Remove any UNGC Violators.

Controversial
Weapons

Anti-Personnel Mines

Remove companies with any detectable involvement in the
core weapon system, or components/services of the core
weapon system that are considered tailor-made and
essential for the lethal use of the weapon. 

To (new version):

Filter

Detail

Commentary

UN GC violators

 

Remove any UNGC Violators. Additionally, companies are
excluded if field 231112111799 is ‘Non-Compliant’ and field
261111143799 is ‘NULL, Disengage, or Evaluate’, or if field
231112111799 is ‘Non-Compliant’, field 261111143799 is
‘Engage’, and field 261111213799 is ‘Low’.

Controversial
Weapons

Anti-Personnel Mines

Remove companies with any detectable involvement in the
core weapon system, or components/services of the core
weapon system that are considered tailor-made and
essential for the lethal use of the weapon. Additionally, if
the field ID 211115122999 is assigned ‘NW1’ and either
211115231699 or 211115261699 is set to ‘Not a signatory,’ the
company is excluded.

 

Defined terms used in this announcement, but not defined herein, have the meaning assigned to them in the respective Index Guideline of the Affected Indices. The amended version of the Index Guideline of the Affected Indices will be available on Solactive website on the effective date.