Brochure SP Global Water Index

S&P Global Water Index
Tracking the Companies Improving Access to Our Most Basic Resource

Driven by a growing global population, the effects of climate change and rapid
urbanization, global demand for clean water is increasing. The S&P Global Water Index
aims to track companies involved in water-related activities, including companies from
two distinct clusters: Water Utilities & Infrastructure and Water Equipment & Materials.
How the Index Works Water Clusters Included Top 10 Constituents

in the Index Company Ticker Sector Weight (%)
Uses FactSet Revere Business Industry American Water
Classifications System Revenue data AWK Utilities 7.94%
Works Co Inc.
and the GICS® classification to identify
companies from developed and
Xylem Inc. XYL Industrials 7.91%
emerging markets that are involved
50% 50%
in water-related business
United Utilities
(134 stocks, as of July 31, 2023). UU. Utilities 6.49%
Group Plc
Utilities & Equipment
Infrastructure & Materials Severn Trent SVT Utilities 6.16%
Assigns exposure score to companies

(1, 0.75 or 0.5, with 1 representing a
Key Benefits Essential Utilities Inc. WTRG Utilities 5.65%
higher exposure to the index theme). Advanced Drainage

– Tracks companies improving WMS Industrials 4.13%
Systems Inc.
access to water globally
Geberit AG Reg GEBN Industrials 4.12%
– Applies cutting-edge data
Applies ESG screenings, including UNGC,
MSA, and business activity criteria and
and analytics
Veolia Environnement VIE Utilities 3.95%
removes companies with relatively high – Long-term growth potential
carbon footprints (Qualifying universe:
Ecolab Inc. ECL Materials 3.84%
20 stocks with score of 1, 4 stocks – Sustainable features
with score of 0.75, and 21 stocks with
score of 0.5, as of July 31, 2023). – Pure-play focus Tetra Tech Inc. TTEK Industrials 3.33%
Selects companies by exposure score Allocations by Sector and Geography

and market capitalization, with a target
constituent count of 100 By GICS® Sector By Geography
(Final selection: 20 stocks with score of 1,
4 stocks with score of 0.75, and 21 stocks
Netherlands 1.2% China 1.0%
with score of 0.5, as of July 31, 2023). Others 3.8 %
Materials 4.8% Italy 1.2% Others 2.1%
Canada 2.8%
Brazil 3.1%
Japan 3.8%
France 3.9%
Weights constituents within
each cluster by the product of
market cap and exposure score. Industrials Switzerland 7.6%
Utilities 48.4% U.S.
43.0% 59%
U.K.
14.4%
Source: S&P Dow Jones Indices LLC. Data as of July 31, 2023. Charts and table are provided for illustrative purposes.
About S&P Dow Jones Indices CONTACT US
At S&P Dow Jones Indices, we provide iconic and innovative index U.S. Japan
solutions backed by unparalleled expertise across the asset-class +1-877-325-5415 +81 3-4550-8564
spectrum. By bringing transparency to the global capital markets,
we empower investors everywhere to make decisions with conviction. EMEA Australia
We’re the largest global resource for index-based concepts, data +44-20-7176-8888 +61 2-9255-9802
and research, and home to iconic financial market indicators, such
as the S&P 500® and the Dow Jones Industrial Average®. More assets UAE Latin America
are invested in products based upon our indices than any other index +971(0)4-371-7131 +52 55-1037-5290
provider in the world. With over USD 8.3 trillion in passively managed
assets linked to our indices and over USD 8.4 trillion benchmarked Asia Pacific South Africa
to our indices, our solutions are widely considered essential in +86-10-6569-2770 +27-11214-1994
tracking market performance, evaluating portfolios, and developing
investment strategies. India
+91-22-2272-5312
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI).

S&P Global is the world’s foremost provider of credit ratings,
benchmarks, analytics and workflow solutions in the global
capital, commodity and automotive markets. With every one of
our offerings, we help many of the world’s leading organizations
navigate the economic landscape so they can plan for tomorrow,
today. For more information, visit www.spglobal.com/spdji.
© 2023 S&P Dow Jones Indices. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of
S&P Dow Jones Indices LLC. S&P, S&P 500, SPX, SPY, The 500, US500 , US 30, S&P 100, S&P COMPOSITE 1500, S&P 400, S&P MIDCAP 400, S&P 600,
S&P SMALLCAP 600, S&P GIVI, GLOBAL TITANS, DIVIDEND ARISTOCRATS, Select Sector, S&P MAESTRO, S&P PRISM, S&P STRIDE, GICS, SPIVA, SPDR,
INDEXOLOGY, iTraxx, iBoxx, ABX, ADBI, CDX, CMBX, LCDX, MBX, MCDX, PRIMEX, TABX, HHPI, IRXX, I-SYND, SOVX, CRITS, CRITR are registered trademarks
of S&P Global, Inc. (“S&P Global”) or its affiliates; DOW JONES is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and
these trademarks have been licensed for use by S&P Dow Jones Indices LLC (or S&P DJI). S&P Dow Jones Indices LLC, Dow Jones, S&P Global and their
respective affiliates (collectively, “S&P Dow Jones Indices”) makes no representation or warranty, express or implied, as to the ability of any index to
accurately represent the asset class or market sector that it purports to represent and S&P Dow Jones Indices and its third party licensors shall have no
liability for any errors, omissions, or interruptions of any index or the data included therein. All data and information is provided by S&P DJI “as is”.
Past performance is not an indication or guarantee of future results. Please see the Performance Disclosure at www.spglobal.com/spdji/en/
disclaimers/#performance-disclosure for more information regarding the inherent limitations associated with back-tested and/or hypothetical
performance. This document does not constitute an offer of any services. Except for certain custom index calculation services, all information provided
by S&P Dow Jones Indices is general in nature and not tailored to the needs of any person, entity or group of persons. S&P Dow Jones Indices receives
compensation in connection with licensing its indices to third parties and providing custom calculation services. It is not possible to invest directly in
an index. Exposure to an asset class represented by an index may be available through investable instruments offered by third parties that are based
on that index. S&P Dow Jones Indices does not sponsor, endorse, sell, promote or manage any investment fund or other investment product or vehicle
that seeks to provide an investment return based on the performance of any Index. S&P Dow Jones Indices LLC is not an investment adviser, commodity
trading advisor or tax advisor. S&P Dow Jones Indices makes no representation regarding the advisability of investing in any such investment fund or
other investment product or vehicle. S&P Dow Jones Indices keeps certain activities of its business units separate from each other in order to preserve
the independence and objectivity of their respective activities. As a result, certain functions of S&P Dow Jones Indices may have information that is not
available to other business units. For more information on any of our indices, please visit www.spglobal.com/spdji.
spglobal.com/spdji
2891401_0923

Brochure SP Global Water Index

Uploaded by

Copyright:

Available Formats

Brochure SP Global Water Index

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Brochure SP Global Water Index

Uploaded by

Copyright:

Available Formats

S&P Global Water Index

Tracking the Companies Improving Access to Our Most Basic Resource

How the Index Works Water Clusters Included Top 10 Constituents

Assigns exposure score to companies

higher exposure to the index theme). Advanced Drainage

Selects companies by exposure score Allocations by Sector and Geography

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI).

You might also like