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Bloomberg launches Screened Choice indices; a customizable equity benchmark suite letting investors apply values-based exclusions

September 15, 2025 //  by Finnovate

Bloomberg has introduced the Screened Choice Indices, a suite of equity benchmarks designed to give investors greater control over how they apply values-based exclusions to their portfolios. These market cap-weighted benchmarks allow users to either adopt existing benchmarks or customise them to reflect their specific investment criteria. The indices are built on a rules-based, modular methodology that groups exclusions into six themes, which can be applied individually or in combination to suit investor mandates. The six modules include Core, Fossil Fuels and Non-Renewable Energy, Fossil Fuels Enhanced, Vice Products, Weapons, and Controversial Conduct. At launch, 66 off-the-shelf indices are available, including Bloomberg Select Indices, Bloomberg Select FossilEX Indices, and the Bloomberg Screened Choice Indices. The indices are available in both USD and EUR and cover 11 global regions, including developed and emerging markets. Investors and clients can access the indices directly via the Bloomberg Terminal at {IN EQ }, with research and methodologies provided on the Bloomberg Indices Documentation page.

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Category: Robos & Wealth, Innovation Topics

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