全球主要指數和數據供應商FTSE Russell宣布推出FTSE4Good臺灣指數公司臺灣永續指數(「臺灣永續指數」);該指數由FTSE Russell與臺灣證券交易所旗下全資子公司臺灣指數公司合作發展。


FTSE Russell認為,亞洲和全球資產所有人把環境、社會和治理(ESG)考量因素納入投資策略的需求日益增加。臺灣永續指數是FTSE Russell永續投資指數和數據方案之一,反映在臺灣證券交易所上市,並達到富時社會責任指數系列(FTSE4Good Index Series)的全球公認ESG納入標準之公司的績效。

這支新指數以富時社會責任新興市場指數為建構基礎,篩選標準涵蓋ESG評級和財務績效標準。ESG評級是一項整體評級,根據300項以上的題項對企業進行評鑑,同時綜合各主題之曝險程度評估公司整體ESG表現。這支指數可用以創立追蹤指數績效的基金、衍生性投資工具和績效基準。

FTSE Russell亞太區董事總經理白美蘭表示:「FTSE Russell與臺灣證券交易所合作超過15年,共同為臺灣市場編製全球公認的基準指數。我們很高興能夠與臺灣指數公司建立緊密的關係,並合作發展基準指數,藉以支持市場對永續投資和ESG產品日益增加的需求。FTSE Russell將繼續在永續投資與ESG數據和指數的創新發展方面擔當領跑者,積極支持客戶把ESG目標融入其投資策略中。」

臺灣指數公司董事長許璋瑤表示:「近年來國際間對永續發展議題日益重視,金管會亦積極帶領周邊單位推動相關措施,如透過公司治理中心鼓勵國內企業編撰企業社會責任報告書,以及鼓勵機構法人進行社會責任投資 (Social Responsibility Investment,SRI) 與盡職治理 (Stewardship),在臺灣證券交易所的支持下,臺灣指數公司與FTSE Russell共同推出臺灣永續指數,將成為國內首支涵蓋環境、社會、治理投資構面的ESG指數,象徵台灣推動永續投資的里程碑」。 

FTSE Russell是提供永續投資指數和數據方案的領跑者,提供包含富時社會責任指數系列、ESG評級與數據模型、綠色收入數據模型,以及最近推出的富時全球氣候指數系列和富時ESG指數系列。富時社會責任指數系列的編製涵蓋廣泛範圍,以致力管理和改善ESG表現的公司為目標。篩選投資的標準建基於多個國際永續框架,而當中不少都與聯合國永續發展目標一致。該標準涵蓋ESG風險管理與績效,並基於具透明度和客觀的方法以計算ESG評級,作為決定納入指數成份股的依據。  

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