• 约 800 只中国 A 股已被纳入涵盖气候、筛选和 ESG 评级在内的富时罗素可持续发展投资分析
  • 对小盘股的覆盖面扩大后,对日本市场的研究范围已扩展至 1300只股票
  • 富时罗素可持续发展投资分析目前覆盖亚太地区超过 4300 只股票

全球指数和数据提供商FTSE Russell(富时罗素)今日宣布,进一步扩大其在亚太地区的可持续发展投资分析。在富时罗素的 ESG 评级和数据模型中,增加对中国 A 股的覆盖范围,扩展至目前约 800只A股。此举使富时罗素ESG对中国上市公司证券1的覆盖范围提升到1800只 。此外,小盘股评级覆盖面扩大后,对日本证券的ESG研究已扩展至约 1300只股票。富时罗素涵盖气候、筛选和 ESG 评级在内的详细的可持续发展投资分析已覆盖整个亚太地区超过4300 多只股票2,目前对全球股票的总覆盖量达到 7200只,以支持投资人履行尽责管理责任及在全球范围内将ESG融合进其主动和指数化投资策略。

富时罗素的可持续发展投资数据模型提供了广泛的衡量指标,适合多种方式应用,包括如气候风险考量、提供 ESG 评级和支持与联合国可持续发展目标(UN SDGs)相一致的投资。

中国 A 股是全球第二大经济体的增长驱动力,涵盖了从金融服务到科技创新等各类企业股票。中国近年来的政策和发展受到了市场参与者的欢迎。作为 2018 年富时股票国家分类审核结果的一部分,中国 A 股作为次级新兴市场从2019 年 6 月开始已在逐步被纳入富时全球股票指数系列 (FTSE GEIS) ,纳入的第一阶段3预计于 2020 年 3 月完成。

日本仍是集团的重要市场之一。富时罗素已成功推出多项创新,以满足日本投资者日益增长的将可持续发展投资纳入其投资组合的需求。这其中就包括创建FTSE Blossom Japan指数,该指数采用富时罗素创新的 ESG 评级数据模型,并被日本政府养老金投资基金 (GPIF)采用作为其旗舰基金的核心ESG 基准。

伦敦证券交易所集团(LSEG) 亚太区信息服务部负责人,董事总经理白美兰表示:“我们很高兴能够扩大对中国和日本的ESG评级覆盖,这标志着富时罗素正持续增加对亚太市场的投入。全球市场参与者越来越希望能将可持续发展投资纳入其投资理念和主动与指数化投资战略。我们的 ESG 评级和数据模型详细、结构化且高度透明,向市场参与者和上市公司展示了清晰的标准,以应用于其ESG 尽责管理及互动沟通中。”

今年早些时候,富时罗素宣布将澳大利亚小盘股票纳入富时罗素的 ESG 研究范畴,使对澳大利亚股票的覆盖面扩展到约280只。

富时罗素的 ESG 评级包括一个整体评级,及其下细分的基础支柱、主题暴露和评分。这些支柱和主题的评估则基于适用于评定每家公司特定情况的 300 多个独立评估指标。每家符合条件的公司会获得一个分值在0 至 5 分之间的 ESG 评级,其中 5 分为最高评分。富时罗素ESG 评级与联合国可持续发展目标(UN SDGs)相一致,所有 17 项可持续发展目标均反映在富时罗素ESG评级框架下的 14 个主题中。

更多信息可在富时罗素的 ESG 评级数据页面上找到。

1中国的 A 股、B 股和 H 股均以人民币计价,但根据上市地点的不同,其交易货币也存在差异。在中国境外注册和上市的中国企业通常被称为“红筹股”、“P 股”、“S 股”或“N 股”。
2 所有提及的证券均指权益证券。  
3 中国A股纳入的第一阶段基于每个合资格股票的可投资比例的25%,并分为3个批次执行。

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