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Frequently Asked Questions

Where does KLD get its research for its Indexes?
How can I invest in KLD’s indexes?
What companies are on KLD’s indexes?
Can I be notified of changes to KLD’s indexes?
Can I start a mutual fund or an ETF based on a KLD Index?
How can I obtain index analytics for portfolio performance measurement and attribution?
Is my company on a KLD index?


Where does KLD get its research for its Indexes?
KLD Indexes receives its research from KLD Research & Analytics, the leading provider of environmental, social and governance (ESG) research for institutional investors. Featuring one of the largest and most experienced ESG investment research staffs in the world, KLD’s indexes are constructed with the integrity and quality research that investors have relied on since 1988. 

How can I invest in KLD’s indexes?
KLD Indexes is an independent index provider and does not manage any funds or money. However, KLD Indexes are licensed as investable products for individuals and institutions.

For a complete list of products based on KLD Indexes, please see the Product Fact Sheet.

What companies are on KLD’s indexes?
To purchase a current list of constituents, or to subscribe to daily or monthly constituents lists for all KLD Indexes, please contact indexes@kld.com.

Can I be notified of changes to KLD’s indexes?
KLD does not provide advanced notification of additions to or removals from its indexes. However, for a fee, one can subscribe to daily constituents lists. Please contact indexes@kld.com for more information.

Can I start a mutual fund or an ETF based on a KLD Index?
KLD Indexes can serve as the basis for mutual funds, exchange-traded funds and separately managed accounts. Please contact indexes@kld.com to discuss licensing opportunities.

How can I obtain index analytics for portfolio performance measurement and attribution?
KLD can provide clients with Index data to measure portfolio performance and conduct attribution analysis. Please contact indexes@kld.com.

Is my company on a KLD index?
To find out if your company is a member of any KLD's indexes, please contact indexes@kld.com.

 

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