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KLD Indexes and Jantzi Research Launch Global Environment 60 Index


New Environment Index Holds Top Pure-Plays Innovators Across Five Theme Areas

TORONTO, ONTARIO – November 11, 2008 – KLD Indexes and Jantzi Research, Inc. announce the introduction of the Global Environment 60SM Index. KLD and Jantzi developed the GE60 to support investment strategies that help build a more sustainable global economy. Canada’s Claymore Investments Inc. already plans to offer an exchange-traded fund to individual and institutional investors based on the Global Environment 60.

The Global Environment 60 is designed to address global trends that will have a profound impact on capital markets, including demographic shifts, industrialization of the developing world, and climate change. These trends have already increased both demand for and prices of commodities (including water, energy, food and other natural resources) and consumer goods.

"There is growing worldwide demand for greener products and services. The Global Environment 60 highlights promising companies that are helping meet this demand," said Michael Jantzi, President of Jantzi Research, Inc.

The Global Environment 60 constituents are pure-play global companies that derive 50% or more of their business from products or services related to one of five environmental themes:

  • Sustainable Water: Products and services focused on water and wastewater treatment; water infrastructure; or water resource management and efficiency.
  • Alternative Energy: Products and services that promote the generation of power using renewable or cleaner sources (i.e. cleaner than conventional fossil fuels) or the development of clean or cleaner power and energy technology.
  • Clean Technology: Products and services that deliver equal or superior performance while reducing energy use and natural resource consumption when compared to conventional offerings.
  • Green Building: Building material suppliers, homebuilders or property managers who directly support or have a confirmed commitment to achieving sustainable building standards e.g. LEED, BREAM, Energy Star Homes or other recognized standards of sustainable building for all new construction.
  • Pollution Prevention: Products and services focused on pollution prevention, waste minimization or recycling; including source reduction, in-process recycling, re-use/reclamation, resource recovery, and treatment/abatement.

KLD Indexes and Jantzi select the top 12 companies (by float-adjusted market capitalization) from each of the five themes. The Global Environment 60 aggregates these 60 companies into a highly liquid, investable index.

"The Global Environment 60 identifies companies that stand to benefit from better environmental practices, and it enables investors to benefit as well," said Thomas Kuh, Managing Director of KLD Indexes.

The Global Environment 60(GE60) is the first of the Global Environment IndexSM (GEI) series, which will also include an index based upon each GEI theme and a benchmark index that will aggregate all constituents of the five themed indexes.

The Global Environment Index and Global Environment 60 series are joint service marks of KLD Research & Analytics, Inc. and Jantzi Research Inc.

About KLD Indexes

KLD Indexes is a unit of KLD Research & Analytics, Inc., a leading provider of environmental, social and governance (ESG) research for institutional investors, headquartered in Boston, Massachusetts. KLD Indexes develops and licenses benchmark, strategy and custom indexes that investment managers use to integrate ESG criteria into their investment decisions. KLD Indexes are designed to be transparent, representative and investable. Products based on KLD Indexes include Mutual Funds, ETFs, Separately Managed Accounts, Unit Investment Trusts, Variable Annuities, and Structured Products. For more information, go to www.kld.com/indexes.

About Jantzi Research, Inc.

Jantzi Research is an independent investment research firm that was formed in 1992. The firm evaluates and monitors the environmental, social and governance performance of global securities. The Jantzi Research Best-of-Sector methodology is the most widely recognized screening process in the Canadian investment market. The company also provides a comprehensive analysis of approximately 300 Canadian companies and income trusts and, through strategic partnerships, provides coverage of the Russell 3000 Index (US) and MSCI World Index. In January 2000, Jantzi Research launched the Jantzi Social Index (JSI), a socially screened, market capitalization-weighted common stock index modeled on the S&P/TSX 60. The JSI consists of 60 Canadian companies that pass a set of broadly based environmental,
social, and governance rating criteria. For more information visit www.jantziresearch.com.

For more information please contact:

Eusis Dougan-McKenzie
Jantzi Research Inc.
416-861-0403x37
www.jantziresearch.com

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  • Posted November 11, 2008
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New Environment Index Holds Top Pure-Plays Innovators Across Five Theme Areas

TORONTO, ONTARIO – November 11, 2008 – KLD Indexes and Jantzi Research, Inc. announce the introduction of the Global Environment 60SM Index. KLD and Jantzi developed the GE60 to support investment strategies that help build a more sustainable global economy. Canada’s Claymore Investments Inc. already plans to offer an exchange-traded fund to individual and institutional investors based on the Global Environment 60.

The Global Environment 60 is designed to address global trends that will have a profound impact on capital markets, including demographic shifts, industrialization of the developing world, and climate change. These trends have already increased both demand for and prices of commodities (including water, energy, food and other natural resources) and consumer goods.

"There is growing worldwide demand for greener products and services. The Global Environment 60 highlights promising companies that are helping meet this demand," said Michael Jantzi, President of Jantzi Research, Inc.

The Global Environment 60 constituents are pure-play global companies that derive 50% or more of their business from products or services related to one of five environmental themes:

  • Sustainable Water: Products and services focused on water and wastewater treatment; water infrastructure; or water resource management and efficiency.
  • Alternative Energy: Products and services that promote the generation of power using renewable or cleaner sources (i.e. cleaner than conventional fossil fuels) or the development of clean or cleaner power and energy technology.
  • Clean Technology: Products and services that deliver equal or superior performance while reducing energy use and natural resource consumption when compared to conventional offerings.
  • Green Building: Building material suppliers, homebuilders or property managers who directly support or have a confirmed commitment to achieving sustainable building standards e.g. LEED, BREAM, Energy Star Homes or other recognized standards of sustainable building for all new construction.
  • Pollution Prevention: Products and services focused on pollution prevention, waste minimization or recycling; including source reduction, in-process recycling, re-use/reclamation, resource recovery, and treatment/abatement.

KLD Indexes and Jantzi select the top 12 companies (by float-adjusted market capitalization) from each of the five themes. The Global Environment 60 aggregates these 60 companies into a highly liquid, investable index.

"The Global Environment 60 identifies companies that stand to benefit from better environmental practices, and it enables investors to benefit as well," said Thomas Kuh, Managing Director of KLD Indexes.

The Global Environment 60(GE60) is the first of the Global Environment IndexSM (GEI) series, which will also include an index based upon each GEI theme and a benchmark index that will aggregate all constituents of the five themed indexes.

The Global Environment Index and Global Environment 60 series are joint service marks of KLD Research & Analytics, Inc. and Jantzi Research Inc.

About KLD Indexes

KLD Indexes is a unit of KLD Research & Analytics, Inc., a leading provider of environmental, social and governance (ESG) research for institutional investors, headquartered in Boston, Massachusetts. KLD Indexes develops and licenses benchmark, strategy and custom indexes that investment managers use to integrate ESG criteria into their investment decisions. KLD Indexes are designed to be transparent, representative and investable. Products based on KLD Indexes include Mutual Funds, ETFs, Separately Managed Accounts, Unit Investment Trusts, Variable Annuities, and Structured Products. For more information, go to www.kld.com/indexes.

About Jantzi Research, Inc.

Jantzi Research is an independent investment research firm that was formed in 1992. The firm evaluates and monitors the environmental, social and governance performance of global securities. The Jantzi Research Best-of-Sector methodology is the most widely recognized screening process in the Canadian investment market. The company also provides a comprehensive analysis of approximately 300 Canadian companies and income trusts and, through strategic partnerships, provides coverage of the Russell 3000 Index (US) and MSCI World Index. In January 2000, Jantzi Research launched the Jantzi Social Index (JSI), a socially screened, market capitalization-weighted common stock index modeled on the S&P/TSX 60. The JSI consists of 60 Canadian companies that pass a set of broadly based environmental,
social, and governance rating criteria. For more information visit www.jantziresearch.com.

For more information please contact:

Eusis Dougan-McKenzie
Jantzi Research Inc.
416-861-0403x37
www.jantziresearch.com


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