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KLD Rebalances Global Climate 100 Index:
Five Companies Added
BOSTON, MA
- October 17, 2005 - KLD Indexes announced today the rebalance
of the KLD Global Climate 100 Index (GC 100). KLD Indexes
is a division of KLD Research & Analytics, Inc., an
independent investment research firm.
Launched on July 1, 2005,
the KLD Global Climate 100SM Index is a global index designed
to promote investment in public companies whose activities
demonstrate the greatest potential for reducing the current
and future environmental impact of climate change.
The Index includes 100
global companies that are leaders in providing solutions
to climate change. The GC 100 constituents are allocated
into three themes: Renewable Energy, Clean Technology
& Efficiency and Future Fuels.
The Index allocates 1%
to each of the 100 securities in the Index to assure that
large-cap companies do not unduly influence the performance.
This provides higher exposure to small-cap companies and
lower exposure to large-cap companies than a cap-weighted
index. Each quarter, KLD rebalances the Index to bring
each holding back to 1%.
The third quarter rebalance
added five companies to the GC 100. For a complete list
of constituents as of October 1, 2005, please visit www.kld.com/benchmarks/gc100.html.
Table
1: Companies Added to GC 100 at Third Quarter Rebalance
|
Company
|
Climate
Theme
|
Product
or Activity
|
|
FedEx
Corporation (USA)
|
Clean
Technology & Efficiency
|
11%
of subsidiary FedEx Kinko's power use from
renewable energy and 800 EPA-certified, low-emission
pickup and delivery vehicles purchased.
|
|
BOC
Group (UK)
|
Future
Fuels
|
Industrial
gases company developing hydrogen fuelling
systems and fuel cell related technologies.
|
|
Gamesa
Corp Technológica (SPN)
|
Renewable
Energy
|
Fourth
largest maker of wind turbines in the world
and builds wind farms for utilities in Europe,
the U.S., and Australia.
|
|
Distributed
Energy Systems (USA)
|
Clean
Technology & Efficiency/Future Fuels
|
Products
for the alternative and decentralized energy
markets, including renewable energy sources
and hydrogen fuel cell technologies.
|
|
Faurecia
(FRN)
|
Clean
Technology & Efficiency
|
European
leader with 60% market share in diesel particulate
filters that remove over 99% of the particulates
in diesel exhaust.
|
|
Table 2: Sector and Geographic Representation
|
Sector
|
%
|
|
Basic
Materials
|
5
|
|
Communications
|
1
|
|
Consumer,
Cyclical
|
12
|
| Consumer,
Non-cyclical |
1 |
| Energy |
12 |
| Financial |
4 |
| Industrial |
32 |
| Technology |
3 |
| Utilities |
30 |
|
|
|
Geographic
Region
|
%
|
|
United
States
|
45
|
|
Canada
|
7
|
|
Europe
|
20
|
| United
Kingdom |
8 |
| Japan |
16 |
| Asia-Pacific |
4 |
|
|
| Source:
Bloomberg, as of October 1, 2005 |
Table 3: Market Capitalization
Statistics
|
Largest
Companies by Market Capitalization ($
Millions)
|
|
General
Electric Company
|
356,929
|
|
BP
Plc.
|
249,553
|
|
Johnson
& Johnson
|
188,239
|
| Toyota
Motor Corporation |
165,305 |
| Royal
Dutch Petroleum Company |
129,223 |
| United
Parcel Service |
76,545 |
| E.On
AG |
63,776 |
| 3M
Company |
56,126 |
| United
Technologies Corporation |
53,123 |
| Honda
Motor Co., Inc. |
52,487 |
|
|
|
Smallest
Companies by Market Capitalization ($
Millions)
|
|
Distributed
Energy Systems Corp
|
302
|
|
Solon
AG
|
282
|
|
Quantum
Fuel Systems Technologies
|
217
|
| Xantrex
Technology Inc. |
203 |
| D1
Oils plc |
203 |
| Japan
Wind Development Co., Ltd |
199 |
| Sunways
AG |
169 |
| Beacon
Power Corporation |
143 |
| Biofuels
Corporation plc |
139 |
| UQM
Technologies, Inc. |
101 |
|
|
| Source:
Bloomberg, as of October 1, 2005 |
About the KLD Family
of Indexes
KLD's family of social,
environmental and sustainability indexes includes: the
Domini 400 Social Index (DS 400 Index), launched in 1990,
the established benchmark for measuring the impact of
social screening on financial performance; the KLD Catholic
Values 400SM Index (KLD CV 400 Index), launched
in 1998, modeled on KLD's DS 400; the KLD Broad Market
SocialSM Index (KLD BMS Index), launched in
2001, the screened subset of the Russell 3000® Index;
the KLD Large Cap SocialSM Index (KLD LCS Index),
launched in 2001, the screened subset of the Russell 1000®
Index; the KLD NASDAQ Social Index (KLD NS Index), launched
in 2002, modeled on the NASDAQ Composite Index; the KLD
Select SocialSM Index (KLD SS Index), launched
in 2004, the first US index maximizing sustainability
factors; and the KLD Global Climate 100 SM
Index (KLD GC 100 Index), launched in 2005, the first
global index focused on solutions to climate change.
About KLD Research
& Analytics, Inc.
KLD Research & Analytics, Inc. is an independent investment
research firm providing investment management tools used
by professionals to serve clients requiring investment
strategies based on social and environmental responsibility.
KLD products and services, including Socrates (a web-based,
company research tool) are used for screening, compliance
and asset gathering.
For more information about KLD or its family of Indexes,
please see our website (www.kld.com)
or contact Priya Khetarpal by phone (617.426.5270) or
e-mail (pkhetarpal@kld.com).
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