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Annova ESG Index

The Annova ESG Index

The Annova ESG Index comprises 20 highly liquid US-based large and mid-cap corporation stocks that represent a broad range of business sectors with the preferable Environmental, Social, and Corporate Governance  (ESG) operations measured by an independent financial market data and infrastructure organization.  The index’s underlying composition is equally weighted across all components and rebalanced at the end of each quarter to maintain the diversification of the index covering various industries. 

There is no overlap between the Annova ESG Index and the Dow Jones Industrial Average. The two indices do not have any shared components. Additionally, the largest 10 companies in the S&P 500 are not included in the Annova ESG Index.

The Annova ESG Index represents a total Market Capitalization of $1,137 billion and a daily Liquidity or average trading volume of 6.55 billion measured on 12/29/2023.

Refinitive ESG Score.PNG

The Annova ESG Index Screens

​The index seeks to represent a group of sustainable and growth-oriented large and mid-cap US corporations with business involvement passing specific ESG screens. Each component corporation is a leading performer in the sector it represents to be included in the index. The ESG screens also remove index exposure to controversial business activities that may pose risks to the ESG metrics described above.

Use of Hypothetical Back-Tested Data

The historical data of the Index shown herein is from May 29th, 2019. Any Index data shown are hypothetical and a result of the application of the Index methodology to historical data, and have inherent limitations.  Alternative modeling techniques or assumptions may produce different hypothetical back-tested information that might be more appropriate and that might differ from the information presented herein. The hypothetical back-tested data herein should not be considered indicative of actual results that might be obtained from an investment in a financial instrument referencing the Index. Historical and hypothetical back-tested results are neither an indicator nor a guarantee of future Index performance or the return of the portfolios tracking the index.

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