Bloomberg ESG and Climate Indices

Bloomberg ESG and Climate Indices

Invest in a more resilient future

Bloomberg’s mission is to help integrate sustainable finance considerations into investors’ strategic decision-making, with the most comprehensive and unique suite of ESG and climate data and solutions available.

Cross-asset ESG and Climate Indices

Bloomberg ESG and Climate Indices help investors address sustainable finance initiatives across asset classes.

Customization capabilities

In addition to Bloomberg’s own ecosystem of sustainable index solutions, we also partner with external providers of ESG and climate ratings, frameworks and data to create custom index alternatives.

Dedicated research teams

Bloomberg’s index team and best-in-class ESG and climate research teams across Bloomberg collaborate to produce and maintain strategic, and often groundbreaking, benchmarks.

Featured Content

Don’t get left behind

After decades of promise, ESG assets are on track to exceed $53 trillion by 2025, driven by investor demand, government regulation and societal pressure. Bloomberg ESG Indices include both proprietary and joint offerings.

Bloomberg SASB ESG Indices

Bloomberg has collaborated with the Sustainability Accounting Standards Board (SASB) to create the Bloomberg SASB ESG Indices, using R-Factor, an ESG scoring solution developed by State Street Global Advisors.

The family includes fixed income ESG indices and focuses on the subset of ESG factors most likely to materially impact the financial condition or operating performance of companies in a given industry.

Bloomberg MSCI ESG Fixed Income Indices

Bloomberg has partnered with MSCI ESG Research to create the Bloomberg MSCI ESG Fixed Income Indices, the market’s first comprehensive fixed income index family incorporating measures of ESG risk.

The index family includes a variety of approaches to ESG integration including Socially Responsible Investment (SRI) screening, Sustainability (including only ESG best-in-class issuers), and ESG-weighting as well as the Bloomberg MSCI Global Green Bond Indices, and more.

Bloomberg Rockefeller ESG Improvers Index

Bloomberg has worked with Rockefeller Asset Management to create the Bloomberg Rockefeller US All Cap Multi-Factor ESG Improvers Index. The index seeks exposures to ESG Improvers, quality and low volatility attributes with minimal tracking error and sector deviations relative to the Bloomberg US 3000.

Bloomberg Goldman Sachs Global Clean Energy Index

The Bloomberg Goldman Sachs Global Clean Energy Index is designed to give ESG investors access to a multi-sector set of highly exposed “clean-energy enablers” — companies that are progressing the transition to clean energy.

The benchmark was developed using a proprietary approach informed by insights from BloombergNEF (BNEF) analysts and is a modified free float-adjusted market capitalization-weighted index tracking the performance of more than 175 global equities.

Climate change?
Index change.

At Bloomberg, we believe that high quality data, coupled with transparent climate-driven investment approaches can lead the way to a greener future. Bloomberg enables clients to find opportunities and manage risks related to the transition to a low-carbon, sustainable economy with global cross-asset low-carbon indices, customization capabilities and datasets.

An open architecture framework for low-carbon data

Bloomberg’s index team has worked with Bloomberg Sustainable Finance Solutions and other best-in-class climate partners to create a suite of industry-standard, global cross-asset climate and low-carbon indices. The indices can be further customized to meet specific individual investor needs with respect to liquidity requirements, decarbonization trajectory, additional ESG exclusions, portfolio construction and the inclusion of additional ESG datasets.

Bloomberg Paris-Aligned & Climate Transition Indices

Bloomberg’s equity and corporate fixed income Paris-Aligned Indices deliver the transparency and insight investors need to measure and align investment strategies with the Paris Climate Agreement’s decarbonization targets.

Low-carbon ESG emissions estimation model

Bloomberg Paris-Aligned Indices employ Bloomberg’s low carbon ESG emissions estimation model, which uses as reported data and data estimates on over 50,000 companies. The model also provides a distribution of estimates and confidence score allowing for the use of more conservative estimates. Bloomberg’s approach to greenhouse gas (GHG) estimation applies the United Nation’s precautionary principle to ensure corporate GHG data is not underestimated and to incentivize companies to commence or enhance reporting of their GHG emissions

Benchmarks that exceed minimum requirements

Bloomberg Paris-Aligned and Climate Transition Indices exceed the minimum requirements of the EU, first introduced in 2019 as tools to accompany the transition to a low carbon economy by the Technical Expert Group of the European Commission.

Bloomberg MSCI Paris-Aligned & Climate Transition Indices

Bloomberg and MSCI have collaborated to offer joint climate benchmarks that are designed to meet and exceed the minimum standards of the EU Paris-Aligned Benchmark (PAB) label. They combine Bloomberg’s extensive fixed income indices family with MSCI’s data, analytics and emissions model.

Bloomberg MSCI Corporate Paris-Aligned Indices

The Bloomberg MSCI offering includes the Bloomberg MSCI Global Corporate Paris-Aligned Index, the Bloomberg MSCI Euro Corporate Paris-Aligned Index and the Bloomberg MSCI US Corporate Paris-Aligned Index. To ensure the benchmarks meet or exceed the minimum PAB criteria, the indices set an initial 50% reduction of absolute GHG emissions relative to standard Bloomberg corporate indices, followed by an annual 7.5% decarbonization relative to the baseline emissions. These emissions reductions are achieved by excluding the largest GHG emitting companies

Methodologies & Disclosures

Access our resources page for the Bloomberg ESG & Climate Indices methodology documents, fact sheets and additional publications.

For the Bloomberg MSCI Climate and ESG Indices, visit this page.

For the benchmark statements of our ESG benchmark families and their associated ESG disclosure data, view our regulatory resources page.

Unparalleled data & research

Bloomberg’s index team has access to an unparalleled breadth of trusted data, reliable technology and best-in-class research teams to bring new strategies to life.

Customization

We offer a broad and evolving suite of unbiased index products, including custom datasets, factors and styles. Select or customize the most appropriate benchmark for your portfolio needs.

Bloomberg Terminal integration

Gain even more value from Bloomberg Indices by using the integrated analytics, research and index publications available on the Bloomberg Terminal.