Invention Grant
- Patent Title: Transmitting data files with constituents and associated index weights for low-carbon indexes
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Application No.: US14952439Application Date: 2015-11-25
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Publication No.: US11055784B1Publication Date: 2021-07-06
- Inventor: Sébastien R. Lieblich , Remy-Entienne Werner Briand , Thomas Kuh , Neeraj Dabake , Anurag Singh
- Applicant: MSCI Inc.
- Applicant Address: US NY New York
- Assignee: MSCI Inc.
- Current Assignee: MSCI Inc.
- Current Assignee Address: US NY New York
- Agency: K&L Gates LLP
- Main IPC: G06Q40/06
- IPC: G06Q40/06 ; G06F16/22

Abstract:
Computerized systems and methods construct low carbon indexes achieve a target level of tracking error relative to a broad market, Parent Index, while minimizing carbon exposure. The indexes can address two dimensions of carbon exposure—carbon emissions and fossil fuel reserves. By overweighting or selecting companies with low carbon emissions relative to sales and those with low potential carbon emissions per dollar of market capitalization, the indexes can reflect a lower carbon exposure that that of the broad market.
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