Confluence – Index Governance

BMR

Confluence Calculates and publishes a range of independent Equity and Fixed income Benchmarks under the ECPI Brand.

StatPro, A Confluence Company, is a Registered Benchmark Administrator and regulated in the UK by the Financial Conduct Authority. Further details can be found on the FCA financial services register (http://www.fsa.gov.uk/register).

Confluence is committed to the open and transparent publication of quality benchmarks for performance and risk analysis as efficiently and cost-effectively as possible.

The following documents describe Confluence’s Governance and related policies:

Index Ticker Type Calculation Methodology Rules Benchmark Statement Factsheet Constituents Level Compliance Statement
ECPI Global Carbon Liquid CARBONLP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI China Consumption Tradable Equity ECPACCTP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Asian Infrastructure Equity ECPAIFP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG MultiTrend Index GALPH3TP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Agri-Business Index GALPHABP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Blue Economy Index GALPHBEP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Cybersecurity & Big Data Index GALPHCBP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Circular Economy Leaders Index GALPHCEP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Commodity GD GALPHCGP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Clean Energy GALPHCLP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Children's Rights Leaders Index GALPHCRP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Cybersecurity Index GALPHCSP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Digital Revolution ESG Equity Index GALPHDRP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Future Mobility Index GALPHFMP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Gender Equality Index GALPHGEP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Infrastructure Index GALPHGIP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Technology Equity GALPHGTP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Hydrogen Economy Index GALPHH2P Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Healthcare Equity GALPHHCP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Health Care Innovation Index GALPHHIP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Livestock GD GALPHLGP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Longevity Winners Equity GALPHLWP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Sustainable Luxury Index GALPHLXP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Megatrend 100 GALPHM1P Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Media Economy Index GALPHMEP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Medical Tech Index GALPHMTP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Recovery Index GALPHRFP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Smart Cities Index GALPHSCP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Silver Economy Index GALPHSEP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Science for Life GALPHSLP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Blue Gold GD Equity GALPHWP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Climate Change Liquid GALPLACC Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Agriculture Liquid GALPLAGP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Eco Real Estate & Building Liquid GALPLREP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Renewable Energy Liquid GALPLRWE Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Robotics and Artificial Intelligence Index GALPRAIP Equity Thematic pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Euro Ethical Equity ECAPEP Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Ethical Equity ECAPGP Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI EMU Ethical Equity ECAPMP Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Euro ESG Equity ECAPPEP Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed ESG Best in Class GALPHBCP Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Emerging Markets ESG Equity Index GALPHEMP Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI World ESG Equity GALPHPWP Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Ethical Equity NTR Hedged ECAPGNH Equity Hedged pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI World ESG Equity NTR Hedged GALPHEWN Equity Hedged pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed ESG Best In Class NTR Hedged GALPBCNH Equity Hedged pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Euro Ethical Agency & Supranational Bond ECAPEAB Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Euro Ethical Corporate Bond ECAPECB Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Euro Ethical Government Bond 1-3Y ECAPEG13 Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Euro Ethical Government Bond ECAPEGB Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed Governance Govt. Bond ECAPDGB Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed ESG Corporate Bond ECAPGCB Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI EMU Governance Govt. Bond ECAPGGE Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed Ex EMU Governance Govt. Bond ECAPGGXE Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Italy Government Bond 1-3Y ECAPIG13 Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI EMU Governance Govt. Bond 1-3Y ECAPGGE3 Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI US Governance Govt. Bond ECAPUSGB Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Euro Ethical Corporate Ex Fin. Bond ECAPECBX Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed Corporate Ex Fin. Bond ECAPGCXF Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed ESG Corporate Fin. Bond ECAPGCF Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed ESG HY Corporate Bond ECAPHYCB Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Emerging Markets ESG Government Bond ECAPEMGB Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Emerging Markets ESG Corporate Bond ECAPEMCB Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Euro ESG Corporate Bond Ex Military ECAPCEXM Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI EMU Governance Govt. Bond Inflation Linked ECAPEGIL Global Equity pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Emerging Markets ESG Government Hedged Bond ECAPEMGH Bond Hedged pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed Ex EMU Governance Govt. Hedged Bond ECAPGXEH Bond Hedged pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI US Governance Govt. Hedged Bond ECAPUSGH Bond Hedged pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Emerging Markets ESG Corporate Hedged Bond ECAPEMCH Bond Hedged pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed ESG Corporate Hedged Bond Index ECAPGCBH Bond Hedged pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed ESG Corporate Financials Hedged Bond ECAPGCFH Bond Hedged pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed ESG Corporate Ex Financials Hedged Bond ECAPGXFH Bond Hedged pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Developed ESG High Yield Corporate Hedged Bond ECAPHYCH Bond Hedged pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Circular Economy Leaders NTR Index 3.5% Decrement GALPHCED Strategy pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Cybersecurity Index NTR 3.5% Decrement GALPHCSD Strategy pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Future Mobility Index NTR 3.5% Decrement GALPHFMD Strategy pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Infrastructure Index NTR 3.5% Decrement GALPHGID Strategy pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Hydrogen Economy Index NTR 3.5% Decrement GALPHH2D Strategy pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Recovery 10% Risk Control Index GALPHRRD Strategy pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Ethical Index Balanced ECAPBI Strategy pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global Megatrend 100 Volatility Control GALPHM1V Strategy pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon
ECPI Global ESG Medical Tech NTR Index 3.5% Decrement GALPHMTD Strategy pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon pdf-icon

Any complaint about the determination process of a benchmark can be emailed to Confluence’s Index Governance Committee ([email protected]). All complaints are taken seriously and will be independently investigated. Confluence will acknowledge the complaint within five days and will aim to provide resolution within four weeks. Complaint records are maintained for three years.