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 |
Anti-Personnel Mines |
Remove companies with any detectable involvement in the |
To (new version):
Filter |
Detail |
Commentary |
UN GC violators |
|
Remove any UNGC Violators. Additionally, companies are |
Controversial |
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.