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ETHOS SWISS CORPORATE GOVERNANCE INDEX LARGE

In 2019, Ethos launched a new index for Swiss equities: the Ethos Swiss Corporate Governance Index Large (ESCGI Large). The expertise of SIX Group, the operator of the Swiss stock exchange that calculates this index, enables Ethos to benefit from the best skills in index construction and to provide investors with a credible and professional alternative to the use of traditional indices. It allows investors to reduce the weighting of companies that present a governance risk.

Key information

Date 03.12.2024

Value 1306.34

Performance summary as 30.11.2024

1 month +0.41%

YTD +10.07%

1 year +12.84%

3 years +5.57%

Performance

Historical performance is not a guarantee of future performance.

The index objectives aim to:

  • Reduce the corporate governance risks by underweighting or excluding companies that do not apply best governance practices;
  • Reduce the carbon impact of the index by underweighting companies with significant carbon emissions;
  • Avoid overweighting companies that are under a serious controversy;
  • Avoid overweighting companies that have a weight exceeding 10% in SPI Large
    Overweight companies that do not fall into one of the above categories.