New indices allow investors to apply values-based exclusions directly into equity strategies.
Six customizable modules cover fossil fuels, weapons, vice products, and ESG controversies.
66 indices launched, offering global coverage across 11 regions in USD and EUR.
Bloomberg has rolled out the Screened Choice Indices, a suite of market cap-weighted equity benchmarks that give investors the ability to tailor portfolios to their sustainability and exclusion criteria.
“The launch of Screened Choice Indices demonstrates Bloomberg Indices’ ongoing investment into expanding our equities offering and providing transparent and customizable sustainable investment solutions,” said Zarina Nasib, Global Head of Sustainable Indices Index Product at Bloomberg Index Services Limited. “Whether clients have explicit exclusion policies requiring custom solutions or are seeking a foundational benchmark off-the-shelf, this index family offers a flexible framework to meet their needs.”
The indices use a modular methodology with six exclusion themes:
Core (thermal coal, tobacco, controversial weapons, UNGC violators)
Fossil Fuels and Non-Renewable Energy
Fossil Fuels Enhanced
Vice Products (adult entertainment, alcohol, gambling, tobacco)
Weapons (controversial and conventional)
Controversial Conduct (severe ESG controversies, UNGC violations)
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At launch, Bloomberg has released 66 indices in three configurations: Bloomberg Select (Core), Bloomberg Select FossilEX (Core + Fossil Fuels and Non-Renewable Energy), and Bloomberg Screened Choice (all six modules).
The indices integrate Bloomberg’s proprietary technical architecture and entity mapping with the Bloomberg Industry Classification System (BICS), which spans 60,000 equities and up to seven levels of sector detail. This ensures precision and consistency in screening, according to Bloomberg.
Available in both USD and EUR, the indices cover 11 global regions, including World, Developed Markets, Emerging Markets, Europe DM, Eurozone DM, Nordic, APAC DM ex Japan, Japan, US, and Sweden.
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