Index Change Advice – 20190909 FTSE JSE Responsible Investment Ground Rules Inclusion Criteria
FTSE/JSE Responsible Investment Index Series - Inclusion Criteria -
Ground Rule Update
09 September 2019
FTSE Russell would like to inform clients of the following update to the FTSE/JSE Responsible
Investment Index Series which is effective from December 2019.
New Rule - updates highlighted in bold
Section 5: Index Qualification Criteria
5.1 Constituents of the eligible universe that have a FTSE ESG Rating of 2.9 or above qualify as
constituent members of the FTSE/JSE Responsible Investment Index. The Methodology for
determining FTSE ESG Ratings can be accessed using the following link:
ESG-ratings-overview
5.2 Constituents of the FTSE/JSE Responsible Investment Index with an ESG Rating below 2.4 are
at risk of deletion from the FTSE/JSE Responsible Investment Index from December 2019. If a
constituent still has an ESG Rating below 2.4 following a 12 month period they will be deleted
unless FTSE Russell approves a longer period.
Old Rule
Section 5: Index Qualification Criteria
5.1 Constituents of the eligible universe that have a FTSE ESG Rating of 2.5 or above qualify as
constituent members of the FTSE/JSE Responsible Investment Index. The Methodology for
determining FTSE ESG Ratings can be accessed using the following link:
ESG-ratings-overview
5.2 Constituents of the FTSE/JSE Responsible Investment Index with an ESG Rating below 2.1 are at
risk of deletion from the FTSE/JSE Responsible Investment Index from December 2017. If a
constituent still has an ESG Rating below 2.1 following a 12 month period they will be deleted
unless FTSE Russell approves a longer period.
An updated copy of the FTSE JSE Responsible Investment Index Series Ground Rules (v2.0) is now
available using the following link:
FTSE/JSE Responsible Investment Index Series Ground Rules FTSE_JSE_Responsible_Investment_Index
Or on the FTSE Russell website: www.ftserussell.com
For further information please contact FTSE Russell Client Services at info@ftserussell.com or call:
Australia +1800 653 680
Hong Kong +852 2164 3333
Japan +81 3 4563 6346
London +44 (0) 20 7866 1810
New York +1866 551 0617
JSE Limited +27 11 520 7000
Alternatively please visit our website at www.ftserussell.com
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Date: 09/09/2019 05:47:00
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