Methodology change | Solactive Employee Well Being Momentum Indices | Effective Date 14th February 2025

Today, on the 13/02/2025, Solactive announces the following changes to the methodology of the following Indices (the ‘Affected Indices’):

Rationale for Methodology Change

The current ESG data provider has decommissioned its services. As a result, Solactive has modified the methodology to ensure the index’s continuation while maintaining the integrity of ESG assessments and alignment with the index strategy.

Changes to the Index Guideline

The following Methodology changes will be implemented in the following points of the Index Guideline (ordered in accordance with the numbering of the affected sections):

Section 2.1. INDEX UNIVERSE REQUIREMENTS 

From

[…]

• Part of the Employee Well Being universe as provided by the Data Provider

To

[…]

• Only companies ranked within the top 25^th percentile based on Staff Rating Score are considered eligible
• Companies that fail to meet the Febelfin (Fédération belge du secteur financier) quality standards on sustainable and socially responsible investment (as available under https://www.towardssustainability.be/en/quality-standard) are not considered eligible

[…]

Section 6. DEFINITIONS

From

[…]

“Data Provider” is Vigeo Eiris who provides the universe of companies that are providing good employee health and safety management. Vigeo Eiris assesses the company’s commitment to protect employee’s right to have safe working conditions, respecting their physical and mental integrity. The main filters used are absence of HR controversies, health and safety at work, and flexible working opportunities. For more information, please visit: http://www.vigeo-eiris.com/

[…]

To

[…]

“Data Provider” is ISS. For more information, please visit: https://www.issgovernance.com/.  

[…]

“Staff Rating Score” is provided by Data Provider and is based on an assessment of performance across key social sustainability metrics, including freedom of association, equal opportunities, health and safety, work-life balance, employment security, and training and education.

[…]

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 will be available on the effective date : 14/02/2025.