添加链接
link管理
链接快照平台
  • 输入网页链接,自动生成快照
  • 标签化管理网页链接
  • 约 800 只中国 A 股已被纳入涵盖气候、筛选和 ESG 评级在内的富时罗素可持续发展投资分析
  • 对小盘股的覆盖面扩大后,对日本市场的研究范围已扩展至 1300只股票
  • 富时罗素可持续发展投资分析目前覆盖亚太地区超过 4300 只股票
  • 全球指数和数据提供商FTSE Russell(富时罗素)今日宣布,进一步扩大其在亚太地区的可持续发展投资分析。在富时罗素的 ESG 评级和数据模型中,增加对中国 A 股的覆盖范围,扩展至目前约 800只A股。此举使富时罗素ESG对中国上市公司证券1的覆盖范围提升到1800只 。此外,小盘股评级覆盖面扩大后,对日本证券的ESG研究已扩展至约 1300只股票。富时罗素涵盖气候、筛选和 ESG 评级在内的详细的可持续发展投资分析已覆盖整个亚太地区超过4300 多只股票2,目前对全球股票的总覆盖量达到 7200只,以支持投资人履行尽责管理责任及在全球范围内将ESG融合进其主动和指数化投资策略。

    富时罗素的可持续发展投资数据模型提供了广泛的衡量指标,适合多种方式应用,包括如气候风险考量、提供 ESG 评级和支持与联合国可持续发展目标(UN SDGs)相一致的投资。

    中国 A 股是全球第二大经济体的增长驱动力,涵盖了从金融服务到科技创新等各类企业股票。中国近年来的政策和发展受到了市场参与者的欢迎。作为 2018 年富时股票国家分类审核结果的一部分,中国 A 股作为次级新兴市场从2019 年 6 月开始已在逐步被纳入富时全球股票指数系列 (FTSE GEIS) ,纳入的第一阶段3预计于 2020 年 3 月完成。

    日本仍是集团的重要市场之一。富时罗素已成功推出多项创新,以满足日本投资者日益增长的将可持续发展投资纳入其投资组合的需求。这其中就包括创建FTSE Blossom Japan指数,该指数采用富时罗素创新的 ESG 评级数据模型,并被日本政府养老金投资基金 (GPIF)采用作为其旗舰基金的核心ESG 基准。

    伦敦证券交易所集团(LSEG) 亚太区信息服务部负责人,董事总经理白美兰表示:“我们很高兴能够扩大对中国和日本的ESG评级覆盖,这标志着富时罗素正持续增加对亚太市场的投入。全球市场参与者越来越希望能将可持续发展投资纳入其投资理念和主动与指数化投资战略。我们的 ESG 评级和数据模型详细、结构化且高度透明,向市场参与者和上市公司展示了清晰的标准,以应用于其ESG 尽责管理及互动沟通中。”

    今年早些时候,富时罗素宣布将澳大利亚小盘股票纳入富时罗素的 ESG 研究范畴,使对澳大利亚股票的覆盖面扩展到约280只。

    富时罗素的 ESG 评级包括一个整体评级,及其下细分的基础支柱、主题暴露和评分。这些支柱和主题的评估则基于适用于评定每家公司特定情况的 300 多个独立评估指标。每家符合条件的公司会获得一个分值在0 至 5 分之间的 ESG 评级,其中 5 分为最高评分。富时罗素ESG 评级与联合国可持续发展目标(UN SDGs)相一致,所有 17 项可持续发展目标均反映在富时罗素ESG评级框架下的 14 个主题中。

    更多信息可在富时罗素的 ESG 评级数据页面 上找到。

    1中国的 A 股、B 股和 H 股均以人民币计价,但根据上市地点的不同,其交易货币也存在差异。在中国境外注册和上市的中国企业通常被称为“红筹股”、“P 股”、“S 股”或“N 股”。
    2 所有提及的证券均指权益证券。
    3 中国A股纳入的第一阶段基于每个合资格股票的可投资比例的25%,并分为3个批次执行。

    Issue Date
    Lucie Holloway / Nandeep Roopray  +44 (0)20 7797 1222
    [email protected]
    Sophie Mou  +852 2164 3267
    Tina Wang  +886 2 8979 4868

    About FTSE Russell

    FTSE Russell is a leading global provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.

    FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. More than $15 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management.

    A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on index innovation and customer partnership applying the highest industry standards and embracing the IOSCO Principles. FTSE Russell is wholly owned by the London Stock Exchange Group.

    For more information, visit www.ftserussell.com .

    © 2018 London Stock Exchange Group plc and its applicable group undertakings (the “LSE Group”). The LSE Group includes (1) FTSE International Limited (“FTSE”), (2) Frank Russell Company (“Russell”), (3) FTSE TMX Global Debt Capital Markets Inc. and FTSE TMX Global Debt Capital Markets Limited (together, “FTSE TMX”) and (4) MTSNext Limited (“MTSNext”). All rights reserved.

    FTSE Russell® is a trading name of FTSE, Russell, FTSE TMX and MTS Next Limited. “FTSE®”, “Russell®”, “FTSE Russell®” “MTS®”, “FTSE TMX®”, “FTSE4Good®” and “ICB®” and all other trademarks and service marks used herein (whether registered or unregistered) are trade marks and/or service marks owned or licensed by the applicable member of the LSE Group or their respective licensors and are owned, or used under licence, by FTSE, Russell, MTSNext, or FTSE TMX.

    All information is provided for information purposes only. Every effort is made to ensure that all information given in this publication is accurate, but no responsibility or liability can be accepted by any member of the LSE Group nor their respective directors, officers, employees, partners or licensors for any errors or for any loss from use of this publication or any of the information or data contained herein.

    No member of the LSE Group nor their respective directors, officers, employees, partners or licensors make any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the results to be obtained from the use of the FTSE Russell Indexes or the fitness or suitability of the Indexes for any particular purpose to which they might be put.

    No member of the LSE Group nor their respective directors, officers, employees, partners or licensors provide investment advice and nothing in this communication should be taken as constituting financial or investment advice. No member of the LSE Group nor their respective directors, officers, employees, partners or licensors make any representation regarding the advisability of investing in any asset. A decision to invest in any such asset should not be made in reliance on any information herein. Indexes cannot be invested in directly. Inclusion of an asset in an index is not a recommendation to buy, sell or hold that asset. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

    No part of this information may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission of the applicable member of the LSE Group. Use and distribution of the LSE Group index data and the use of their data to create financial products require a licence from FTSE, Russell, FTSE TMX, MTSNext and/or their respective licensors.

    Auto Preview Image
    Hide Contact Form
    Exclude Node
    Primary Tag