12. July 2021

Sustainability within the federal investments: The Euronext ESG World 75 Index

CLIENT

Federal Ministry of the Interior and Community

SERVICES

Tailor-made ESG share index

PROJECT PERIOD

Since spring 2021

Challenge

The federal government’s goal: to integrate sustainabilityand transparencymore into the federal capital investments. The aim is to align the equity investments of four special funds with Germany’s sustainable finance strategy and EU regulations on combating climate change.

Solution

In cooperation with Euronext and Moody’s ESG Solutions, imug rating develops the Euronext V.E ESG-World-select75 Bund/SV Index, using its expertise from the translation of international and national standards into an ESG strategy, the selection of suitable ESG data and individual ESG reporting.

Our process

With the announcement of Germany’s sustainable finance strategy in spring 2021, the federal government announced to orient the equity investments of its four Special Pension and Care Funds towards EU climate transition indices in the future. The investments will be made in the following special funds:

  • Federal pension reserve and pension fund
  • Pension fund of the Federal Employment Agency
  • Pension fund of the social care insurance

The Euronext V.E ESG-World-select75 Bund/SV Index takes into account exclusion criteria, a best-in-class approach and the EU requirements to a climate transition benchmark. With the tailor-made ESG index, imug rating once again proves itself as a partner of the public sector in sustainable transformation. imug rating has already been active for the aforementioned Special Pension and Care Funds since 2019 in a predecessor project for the review of equity investments.

Are you a public investor and need support with the strategy and implementation of your ESG investments? We are looking forward to supporting you!

Your personal contact

Frieder Olfe and his team

“Today’s index launch is an important milestone in the implementation of sustainable equity investments by the German government. As a specialist in tailor-made sustainable investment solutions, we at imug rating are honoured to accompany the German government on this journey together with Euronext and V.E, part of Moody’s ESG Solutions.”

Axel Wilhelm,
Managing Director of imug rating

Parties involved

Further information