ºù«Ӱҵ

Our ºù«Ӱҵ, investable indexes, and in-depth financial analysis demonstrate the business and investor case for just business behavior. We have one goal: to drive investment capital toward more just companies, thereby incentivizing a more just and equitable marketplace.

See how we are doing just that with our indexes, ESG data licensing, and other product partnerships below and get in touch if you’d like to collaborate and utilize our data to drive just outcomes.

Indexes & ETFs

ºù«Ӱҵ Capital indexes provide investors with a way to implement our research and methodology.

ºù«Ӱҵ Capital Index Concepts

ºù«Ӱҵ Capital’s Index Concepts demonstrate the power of investing in companies at the forefront of stakeholder value creation. Each concept is constructed from our proprietary ºù«Ӱҵ analysis, which evaluates how the nation’s largest corporations perform on the Issues that matter most to Americans today.Ìý

Incepted on December 31, 2021, these indexes provide powerful evidence that investors need not sacrifice returns to support companies doing right by all their stakeholders. Just business is better business, and investors can realize returns that are at minimum consistent with – and often better than – what they would earn with in benchmark indexes.

ºù«Ӱҵ U.S. Large Cap Diversified Index (JULCD) / ºù«Ӱҵ ETFÌý

Our flagship index – the ºù«Ӱҵ U.S. Large Cap Diversified Index (JULCD) – began live trading in November 2016 and tracks the top 50% of Russell 1000 companies ranked by ºù«Ӱҵ Capital by industry, and is constructed to match its industry weights. It has consistently outperformed the benchmark over that period.

On June 13, 2018, Goldman Sachs Asset Management launched theÌýÌý(Ticker: ºù«Ӱҵ), which seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the JULCD. TheÌýºù«Ӱҵ ETF ended its first day as one of the most successful ESG ETF launches to date, and was awarded the Best New ESG ETF by ETF.com.Ìý

• JULCD 2019 Reconstitution
• JULCD 2020 Reconstitution
• JULCD Quarterly Updates:
  • Q1 2024
  • Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023
  • Q1 2022Ìý | Q2 2022 | Q3 2022 | Q4 2022
  • Q1 2021Ìý| Q2 2021Ìý´¥ Q3 2021 | Q4 2021
  • Q1 2020 ´¥ÌýQ2 2020 | Q3 2020 | Q4 2020
  • Q1 2019Ìý´¥ÌýQ2 2019 | Q3 2019 ´¥ÌýQ4 2019
  • Ìý ´¥Ìý ´¥ÌýQ4 2018

ºù«Ӱҵ 100 (JUONETR)

The ºù«Ӱҵ 100 Index (JUONETR) was constructed to track ºù«Ӱҵ Capital’s top performing companies. It is an equal weighted Index that launched in March 2019, and includes the top 100 Russell 1000 companies ranked by ºù«Ӱҵ Capital in its most recent annual Ranking.Ìý

• JUONETR Methodology
• JUONETR Quarterly Updates:
  • Q1 2024
  • Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023
  • Q1 2022Ìý | Q2 2022 | Q3 2022 | Q4 2022
  • Q2 2021Ìý´¥ Q3 2021 ´¥ÌýQ4 2021

ºù«Ӱҵ Capital indexes can be used to benchmark both active and passive strategies and can be licensed for:Ìý

• Exchange Traded Funds (ETFs)
• Exchange Traded Notes (ETNs)
• Structured Products
• Futures and Options
• Mutual Funds
• Annuities and Insurance Products
• Separately Managed Accounts (SMAs)

If you would like quarterly updates and insights into the JULCD and ºù«Ӱҵ ETF, sign up for our newsletter here.

Licensing & ESG Data

Since 2015, ºù«Ӱҵ Capital has surveyed more than 110,000 Americans on what they believe U.S. companies should prioritize when it comes to just business behavior, from fair wages to environmental protection to customer privacy. For Russell 1000 companies, ºù«Ӱҵ Capital analyzes corporate behavior across five stakeholders, 19 key Issues, and 339 data points.Ìý

Our ESG data can be used for asset management ESG integration and investment product development:Ìý

• Exchange Traded Funds (ETFs)
• Exchange Traded Notes (ETNs)
• Structured Products
• Futures and Options
• Hedge Funds
• Mutual Funds
• Annuities and Insurance Products
• Separately Managed Accounts (SMAs)
• Unit Investment Trusts (UITs)

Build better portfolios with fundamental ºù«Ӱҵ ºù«Ӱҵ data along with many other complementary data sets such as stakeholder scores, issue scores, industry rankings, and other issue insights.

For more information on Licensing our data, please fill out this form.

ºù«Ӱҵ AlphaÌý

Our ongoing financial analysis content series – ºù«Ӱҵ Alpha – explores the connection between just corporate behavior and investor returns. We invite you to explore ourÌýweekly charts on various ESG issues hereÌýandÌýour in-depth researchÌýhereÌýto seeÌýhowÌýandÌýwhyÌýjust companies exhibit lower investment risk and cumulatively outperform their peers, while driving positive change on the issues the American public cares about most.

Municipal Issuer Racial Equity and Inclusion Engagement Framework

ºù«Ӱҵ Capital, Goldman Sachs Asset Management, BlackRock, Lord Abbett, Morgan Stanley Investment Management, and Vanguard, developed the Municipal Issuer Racial Equity and Inclusion Engagement Framework to open a constructive and voluntary dialogue with municipal issuers on critical issues surrounding racial equity and inclusion. The Framework supports increased engagement and disclosure that can help stakeholders make more informed investment decisions. To review the framework,

Product Partnerships

ºù«Ӱҵ SMA

On January 1, 2020 ºù«Ӱҵ Capital and launched the ºù«Ӱҵ Capital series of four formula-driven strategies leveraging ºù«Ӱҵ Capital’s sustainable equity research. Each strategy combines the research and rankings of ºù«Ӱҵ Capital with the formulaic philosophy of . This asset management approach systematically reviews, reallocates, and rebalances portfolio holdings monthly in accordance with the strategy’s predetermined formula. This non-emotional approach helps investors to know what they own, why they own it, and what will trigger a change.

For more information, email info@portformulas.com or review the overview page and fact card below.

ºù«Ӱҵ UIT

On November 22, 2019, SmartTrust® Unit Investment Trusts launched a new series of their popular SmartTrust®ÌýSustainable Impact Investing Trust, which now incorporates ºù«Ӱҵ Capital’s scoring and ºù«Ӱҵ. The trust combines ºù«Ӱҵ data with the equity research expertise of Argus Research Company which involves rigorous quantitative and qualitative company analysis.

• White Paper

The information contained herein is for informational purposes only without regard to any particular user’s investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to investors residing outside the United States. ºù«Ӱҵ Capital makes no representation as to the advisability of investing in any investment fund or other vehicle. Shares of ºù«Ӱҵ are made only by prospectus. The addition, removal, or inclusion of a security in any ºù«Ӱҵ Capital index is not a recommendation to buy, sell, or hold that security, nor is it investment advice. The ºù«Ӱҵ Parties do not in any way sell, sponsor, support, promote, or endorse any securities based on the JULCD, or have any involvement in their operations or distribution. Prospective investors should not make a decision to invest in any investment fund or other vehicle based on the information contained in this website, and ºù«Ӱҵ Capital shall not be responsible or liable for any advice given to third parties or decisions to invest in any investment fund or other vehicle by you or third parties based on the information. Index performance does not reflect the deduction of any fees or expenses. Past results of the ºù«Ӱҵ U.S. Large Cap Diversified Index are no guarantee of future performance.

The ºù«Ӱҵ US Large Cap Diversified Index is calculated and maintained by FTSE Russell using the Russell 1000 Index as a starting universe, and aims to reflect the performance of a ºù«Ӱҵ Capital Foundation Inc. methodology. FTSE Russell does not sponsor, endorse, sell, or promote any investment vehicle that is offered by any third party that seeks to provide an investment return based on the performance of any index. It is not possible to invest directly in an index.