Investment Themes
This list of companies aims to capture the returns of stocks that meet environmental, social, and governance criteria based on MSCI ratings. These criteria, represented by the acronym ESG, constitute the three pillars of extra-financial analysis.
The companies selected are those with sufficient size and liquidity, solid fundamentals at a minimum, and who meet ESG criteria. MSCI's ESG scores are designed to measure, transparently and objectively, a company's relative ESG performance, commitment, and effectiveness across a range of metrics grouped into 10 main themes and 33 key topics based on publicly available data.
The environmental criterion takes into account a company's commitment and effectiveness in reducing environmental emissions in its production and operational processes, its ability to reduce environmental charges and costs for its clients, as well as its capacity to reduce the use of materials, energy, and water to improve the management of its supply chain.
The social criterion considers a company’s commitment to being a good corporate citizen, protecting public health, respecting business ethics and human rights, its ability to produce goods and services of high quality that ensure customer safety and data confidentiality, as well as its commitment to diversity and employee satisfaction at work.
The governance criterion assesses the company’s practices in communicating its CSR strategy, the management’s commitment to following good governance practices, and the company’s effectiveness in treating its shareholders fairly.
These criteria are then weighted by a controversial rating calculated based on ESG-related controversies. If a scandal occurs during the year, the company involved is penalized, and this affects its final ESG score. The impact of the event can still be observed the following year if there are new developments related to the negative event. For example, lawsuits, legislative disputes, fines, and generally all media-related elements are captured as the controversy progresses. The controversy score also takes into account the capitalization bias suffered by large-cap companies, as they tend to attract more media attention than smaller-cap companies.
Several geographic regions are offered. The global list includes companies listed on the major financial markets around the world. Other lists are regional: North America (United States, Canada), Europe, Asia (Japan, Australia, Singapore, Hong Kong), Emerging Markets, the United Kingdom, France, Germany, Switzerland, the Netherlands, and Italy.
Our selection
Healthcare | Pharmaceuticals Wholesale | 1.12B | +74.06% | ||
Healthcare | Pharmaceuticals Wholesale | 5.56B | +19.57% | ||
Healthcare | Other Medical Equipment, Supplies & Distribution | 7.35B | +19.08% | ||
Technology | Other Integrated Telecommunications Services | 8.91B | +13.21% | ||
Healthcare | Other Pharmaceuticals | 1.89B | +31.56% | ||
Consumer Cyclical | Jewelry | 12.94B | -19.17% | ||
Industrials | Outsourcing & Staffing Services | 82.05B | -23.48% | ||
Healthcare | Bio Therapeutic Drugs | 12.98B | +43.51% | ||
Industrials | Industrial Machinery & Equipment Wholesale | 1.85B | +5.40% | ||
Industrials | Exhibition & Conference Services | 14.38B | +1.58% | ||
Industrials | Other Business Support Supplies | 2.47B | -19.44% | ||
Industrials | Other Professional Information Services | 37.79B | -13.03% | ||
Technology | Scientific & Precision Equipment | 24.7B | -2.87% | ||
Healthcare | Medical Prosthetics | 12.81B | +3.56% | ||
Technology | Other Integrated Telecommunications Services | 18.6B | +16.84% | ||
Industrials | Other Employment Services | 4.21B | +16.91% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 44.99B | +3.59% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 20.63B | -6.54% | ||
Industrials | Compliance & Investor Communication | 28.26B | +6.40% | ||
Healthcare | Other Healthcare Facilities & Services | 1.69B | -11.14% | ||
Consumer Cyclical | Other Advertising & Marketing | 3.92B | +3.10% | ||
Consumer Cyclical | Other Entertainment Production | 4.77B | +6.63% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 11.63B | -11.56% | ||
Industrials | Other Air Freight & Logistics | 6.48B | +3.98% | ||
Energy | Oil Related Services | 7.44B | +39.77% | ||
Basic Materials | Wood Container & Packaging | 20.52B | +21.15% | ||
Financials | Insurance - Automobile | 1.08B | +10.73% | ||
Consumer Cyclical | Other Home Improvement Products & Services Retailers | 2.14B | +52.57% | ||
Utilities | Renewable IPPs | 2.2B | +100.61% | ||
Industrials | Other Air Freight & Logistics | 15.91B | +4.87% | ||
Consumer Cyclical | Other Apparel & Accessories Retailers | 9.31B | -7.28% | ||
Utilities | Natural Gas Distribution | 4.36B | +5.00% | ||
Consumer Cyclical | Other Recreational Products | 2.67B | -16.41% | ||
Healthcare | Medical Devices & Implants | 5.79B | -32.33% | ||
Utilities | Other Electric Utilities | 27.96B | +16.15% | ||
Consumer Non-Cyclical | Other Drug Retailers | 2.29B | -27.98% | ||
Consumer Non-Cyclical | Other Personal Services | 4.32B | +7.46% | ||
Financials | Other Life & Health Insurance | 106B | +21.01% | ||
Consumer Cyclical | Other Footwear | 15.8B | -47.93% | ||
Healthcare | Medical & Diagnostic Laboratories | 1.25B | +25.01% | ||
Industrials | Other Heavy Electrical Equipment | 108B | -4.04% | ||
Technology | Other Software | 7.71B | +14.68% | ||
Industrials | Other Ground Freight & Logistics | 4.44B | -13.49% | ||
Technology | Security & Surveillance | 3.49B | +1.95% | ||
Technology | Other Software | 48.15B | -6.57% | ||
Energy | Integrated Oil & Gas | 13.04B | +0.22% | ||
Consumer Cyclical | Jewelry & Watch Retailers | 1.22B | -33.33% | ||
Utilities | Other Electric Utilities | 12.45B | +30.71% | ||
Real Estate | Diversified REITs | 6.07B | +2.57% | ||
Technology | Testing Services | 3.07B | +41.89% | ||
Consumer Cyclical | Other Miscellaneous Specialty Retailers | 30.09B | +6.97% | ||
Consumer Cyclical | Kitchen Cabinets | 6.1B | +3.28% | ||
Real Estate | Other Commercial REITs | 6.81B | +7.47% | ||
Technology | Other Communications & Networking | 5.86B | +16.68% | ||
Consumer Cyclical | Other Home Furnishings Retailers | 20.81B | -8.62% | ||
Consumer Cyclical | Hotels & Motels | 1.6B | +38.33% | ||
Consumer Cyclical | Optical Goods Stores | 1.35B | +35.40% | ||
Technology | Other Software | 1.8B | +0.48% | ||
Industrials | Other Electrical Components & Equipment | 4.73B | +8.43% | ||
Utilities | Other Electric Utilities | 2.41B | +35.75% | ||
Technology | Other Semiconductors | 120B | +13.81% | ||
Technology | Enterprise Software | 215B | -2.37% | ||
Industrials | Heating, Ventilation & Air Conditioning Systems | 21.01B | -2.82% | ||
Consumer Cyclical | Musical Instruments | 3.07B | -12.19% | ||
Technology | Other Semiconductors | 194B | +13.81% | ||
Consumer Cyclical | Retail - Department Stores | 3.39B | -7.22% | ||
Consumer Cyclical | Other Apparel & Accessories | 16.34B | +0.98% | ||
Financials | Property & Casualty Reinsurance | 86.29B | +16.44% | ||
Industrials | Testing & Measuring Equipment | 7.05B | +12.91% | ||
Consumer Cyclical | Other Construction Supplies & Fixtures | 6.23B | -0.72% | ||
Energy | Gasoline Stations | 8.4B | -15.31% | ||
Consumer Non-Cyclical | Other Brewers | 9.91B | -14.52% | ||
Real Estate | Healthcare REITs | 3.63B | +15.84% | ||
Basic Materials | Other Construction Materials | 1.78B | -15.33% | ||
Financials | Other Banks | 10.02B | +34.07% | ||
Financials | Other Life & Health Insurance | 8.77B | +26.27% | ||
Technology | Other Semiconductors | 6.1B | +37.95% | ||
Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 6.52B | -5.18% | ||
Real Estate | Other Real Estate Services | 41.86B | +8.57% | ||
Consumer Cyclical | Other Homebuilding | 14.1B | -16.34% | ||
Technology | Enterprise Software | 15.84B | -4.24% | ||
Energy | Other Oil & Gas Refining and Marketing | 7.15B | -3.12% | ||
Industrials | Other Construction & Engineering | 3.15B | +12.43% | ||
Technology | E-commerce & Auction Services | 887M | -17.16% | ||
Technology | Other Wireless Telecommunications Services | 2.09B | +95.67% | ||
Consumer Non-Cyclical | Child Care & Family Services | 6.71B | +5.76% | ||
Healthcare | Other Healthcare Facilities & Services | 5.06B | +33.23% | ||
Healthcare | Other Healthcare Facilities & Services | 2.6B | +9.21% | ||
Technology | Other IT Services & Consulting | 21.96B | +17.69% | ||
Consumer Non-Cyclical | Supermarkets & Convenience Stores | 19.56B | +32.79% | ||
Technology | Other IT Services & Consulting | 4.03B | +25.62% | ||
Industrials | Other Industrial Machinery & Equipment | 6.58B | +10.62% | ||
Industrials | Other Heavy Machinery & Vehicles | 8.09B | +65.10% | ||
Industrials | Industrial Machinery | 5.63B | +11.70% | ||
Healthcare | Glasses, Spectacles & Contact Lenses | 43.33B | -9.44% | ||
Energy | Other Oil & Gas Transportation Services | 50.47B | -20.15% | ||
Consumer Non-Cyclical | Other Food Retail & Distribution | 16.07B | +29.21% | ||
Technology | Other IT Services & Consulting | 125B | +5.35% | ||
Financials | Other Investment Management & Fund Operators | 7.88B | +13.78% | ||
Consumer Cyclical | Other Broadcasting | 4.2B | +11.28% | ||
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