Invesco Indexing is confirming a change to the Index Methodology Document.
Following user feedback Invesco Indexing is confirming two (2) proposed changes to the index methodology document as follows.
- Change evaluation of Carbon Disclosure and Reporting (CDP) exclusion. Currently, firms with no score are excluded from the universe, propose to change so that firms with no score in current year, but had a score of A or B in prior year will be included. This is to control turnover for those firms who may report CDP after the normal deadline.
- Currently, stocks involved in product or management of weapons, oil sands, oil & gas, coal or tobacco have a 0% tolerance. Proposal is to increase to 5% tolerance.
Implementation will occur on April 30, 2025, following feedback from the consultation period.
We invite interested stakeholders to contact us at IndexSupport@Invesco.com with any questions.