Jantzi Social Index

A socially-screened index modeled on the S&P/TSX 60 performance

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The Jantzi Social Index (JSI) was launched in January 2000 in partnership with Dow Jones Indexes. It is a socially screened, market capitalization-weighted common stock index modeled on the S&P/TSX 60 consisting of 50 Canadian companies that pass broad set of ESG criteria. The JSI has begun to generate the first definitive data on the effects of social screening on financial performance in Canada.

Sustainalytics developed a thorough ratings framework for the JSI that calls for an in-depth examination of a company’s (historical) performance in social areas such as aboriginal relations, community involvement, corporate governance, employee relations, the environment and human rights. The JSI excludes companies that have significant involvement in nuclear power, tobacco and weapons-related contracting. For more information, please see the methodology. Please follow the link to see the list of index constituents.

Performance

Comparative returns line graph

Monthly Returns

  • February 7, 2017

    Jantzi Social Index January 2017 Total Returns

    Toronto, ON — February 8, 2017 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 0.70 percent during the month of January. During the same period, the S&P/TSX Composite Index increased by 0.85 percent and the S&P/TSX 60 Index increased by 1.23 percent.

  • January 9, 2017

    Jantzi Social Index December 2016 Total Returns

    Toronto, ON – January 10, 2017 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 1.77 percent during the month of December. During the same period, the S&P/TSX Composite Index increased by 1.66 percent and the S&P/TSX 60 Index increased by 1.63 percent.

Investable Products

In 2001, Meritas Mutual Funds launched the Social Index Fund, an RRSP eligible mutual fund that invests in common shares of companies that comprise the JSI. The fund’s holdings of each company match the sector and industry weights, as well as the relative market capitalizations, of the JSI. Please see Meritas Mutual Funds for more information.

In 2007, iShares launched the first socially responsible Exchange Traded Fund (ETF) in Canada, the iShares Jantzi Social Index Fund (XEN). XEN is designed for socially responsible investors to help attain diversification in their portfolios.