Bloomberg has launched the Screened Choice Indices, a suite of equity benchmarks designed to integrate sustainability into mainstream investment strategies by enabling investors to apply values-based exclusions.
The indices allow portfolio managers to either adopt pre-set benchmarks or customise screening criteria to align with specific mandates, particularly around environmental, social and governance (ESG) concerns. Six modules of exclusions are offered, ranging from fossil fuels and non-renewable energy to controversial weapons, vice products and companies involved in severe ESG controversies.
“At Bloomberg Indices, we are committed to expanding transparent and flexible sustainable investment solutions,” said Zarina Nasib, Global Head of Sustainable Indices at Bloomberg Index Services Limited. “This framework helps clients apply explicit exclusion policies or adopt ready-made benchmarks that reflect their sustainability priorities.”
At launch, 66 indices will be available in three configurations:
- Bloomberg Select Indices – applying baseline exclusions such as thermal coal, tobacco, and controversial weapons.
- Bloomberg Select FossilEX Indices – building on the core exclusions to include fossil fuels and non-renewable energy.
- Bloomberg Screened Choice Indices – applying all six modules for the broadest range of exclusions.
The indices draw on Bloomberg’s proprietary architecture, entity-mapping and the Bloomberg Industry Classification System (BICS), covering more than 60,000 listed equities across 11 regions, including developed and emerging markets.
Available in both US dollars and euros, the indices are aimed at asset owners and managers seeking reliable, rules-based benchmarks that reflect growing demands for sustainability in capital markets.
