Designed in partnership with Impak Analytics and BITA, impact is at the heart of the methodology underpinning our indices. Robust impact analysis ensures that only the highest-rated companies are selected for our funds.
- Initial Screening
- Impact Analysis
- Final Index
BITA screen the global equity universe for companies that are revenue-aligned to each theme. Additional filters are applied to weed out any businesses involved in controversial activities. Filters are applied for market capitalisation and liquidity.
The remaining companies in each ETF theme are then meticulously analysed and scored by Impak Analytics, using the Impact Management Project’s ‘5 dimensions of impact’ framework. Any company not deemed to have a materially positive impact is removed.
The Impak Score™ from Impak Analytics provides a transparent and measurable framework for the companies within each index.
|Generates Positive Impact
|Mitigates Negative Impact
Each company’s positive impacts and mitigation of negative impacts are meticulously analysed — enabling unprecedented cross-border and cross-sector comparisons.
As at 04/05/2023
Building on the IMP’s 5 dimensions of impact, the analysis enables an impact rating to give additional context to the Impak Score™.
|C impact rating:
Avg impak Score = 300
|Contribute to solutions
Have a significant direct impact on positive outcome(s) for underserved people and the planet.
|B impact rating:
Avg impak Score = 226
Have positive impacts on important outcome(s) for people and the planet
|A impact rating:
Avg impak Score = 159
Prevent or reduce negative outcome(s) for people and the planet
|Z impact rating:
Avg impak Score = 123
|Does/may cause harm
Does or may have negative outcome(s) for people and the planet
Only companies with the highest Impak Scores™ remain in the universe. The indices are weighted using a combination of market capitalisation and Impak Scores™.
Important information - Investments can go down in value as well as up, so you can get back less than you invest. The information on this page isn't investment advice. If you're not sure if an investment is right for you, please seek advice. Tax rules can change and depend on individual circumstances.