Invesco Indexing Consultation on Change to Exclusions in Certain Equity ESG Indexes

Invesco Indexing has launched a public consultation regarding a potential change to the list of exclusions used in certain equity ESG index methodologies. The consultation applies to the following list of indexes:

Index Name:

Invesco Global Climate Alignment Index

Invesco Global Gender Balance Index

Invesco US Core ESG Index

Invesco US Social Equity Index

Invesco Indexing is seeking market participant feedback on the potential addition of three additional exclusionary categories as part of the Indexes’ security selection methodology. No changes would be made to existing exclusionary criteria or any other aspect of index construction. The list of potential additional exclusions follows:

Proposed Additional Exclusions:

Oil, Gas, and Shale (0% revenue tolerance)

Nuclear Energy (0% revenue tolerance)

GMO’s and Pesticides (5% revenue tolerance)

Invesco Indexing welcomes client feedback on these proposed changes through April 1st, 2021 at which time, having considered stakeholder feedback, a conclusion to the consultation will be published. If adopted, the soonest implementation would occur with the regularly scheduled June 2021 rebalance. To share your preference for these options, or provide additional feedback, please contact Invesco Indexing at IndexSupport@invesco.com.