Announcement – Methodology Change | Solactive Australian and Global Select Sustainability Leaders Bond TR Index | Effective Date 17/02/2023
On 17/02/2023, Solactive announces the following changes to the methodology of the following index:
NAME |
RIC |
ISIN |
Solactive Australian and Global Select Sustainability Leaders Bond TR Index |
.SOLESGAU |
DE000SLA9SQ2 |
Rationale for Methodology Change
The Index has annual eligible issuer screening and in order to better capture any changes in the list, the propose guideline change moves the screening date from August to February.
Changes to the Index Guideline
The following Methodology changes will be implemented in the following points of the Index Guideline.
Section 2.1.1 “ESG Screening” will be changed as follows:
From (old version):
2.1.1 ESG Screening
To define compliance with the index strategy, the Selection Party analyzes bond issuers according to the following ESG eligibility screens. The List of Eligible Issuers is updated once a year in August and is effective on the August Selection Day 2 after Close of Business.
To (new version):
2.1.1 ESG Screening
To define compliance with the index strategy, the Selection Party analyzes bond issuers according to the following ESG eligibility screens. The List of Eligible Issuers is updated once a year in February and is effective on the February Selection Day 2 after Close of Business.
Terms that are 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 will be available on the effective date.