Corporate Monitor has developed a Sustainability Dividend Index (SDI) which measures the ethical merit of a fund based on the Environment, Social and Governance performance of the companies in which the fund invests.

The Sustainability Dividend Index (SDI) calculates the weighted average Corporate Monitor ESG Company Rating of a portfolio compared to the average equally weighted rating of the Corporate Monitor Universe. This analysis generally found that ESG funds had a higher SDI score than the market benchmark. The SDI product offering includes -

• Level of portfolio coverage by our ESG 1 to 5 Star Ratings.
• Simple and weighted average portfolio ratings.
• Involvement in 'sin stock' activities.
• SDI score with comparisons to benchmark and an average of
  other ESG funds.
• Portfolio listings showing all measures used on a stock by
  stock basis.

For further information on the SDI analysis please click here. An example of an SDI analysis can be downloaded as an Acrobat pdf document, which includes a description of how to read an SDI report.

For pricing please contact Corporate Monitor.