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08.01.26
Ahead of the launch of our index investing guidance later this year, we are publishing a new case study showcasing how Scottish Widows is embedding sustainability into its investment propositions through a bespoke global equity index co-designed with Robeco.
The index combines Robeco’s methodologies for climate alignment and factor investing with Scottish Widows’ responsible investment framework, ensuring flexibility and forward-looking design.
It tilts towards companies leading the transition, incorporates SDG scoring, and applies robust exclusions, all while maintaining low tracking error and adaptability over time.
The study illustrates the value of:
- bespoke index design,
- forward-looking climate analytics,
- integration of SDG and quality factors,
- active stewardship and engagement.
By aligning sustainability objectives with financial resilience, this approach supports net zero ambitions and enables scalable, long-term investment strategies.
This case study builds on previous examples from Phoenix Group and Ilmarinen, offering practical insights into how investors can reshape index strategies to deliver on net zero ambitions.