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Target Rock Advisors
VALUE PROPOSITION
SUSTAINABILITY & SOCIALLY
RESPONSIBLE INVESTING
PRODUCTS & SERVICES
SUSTAINABILITY SCORING
& INDEXING PROCESSES
SUSTAINABLE UTILITY
LEADERS INDEX
FAQ

SULI: DESCRIPTION



The Target Rock Advisors (TRA) Sustainable Utility Leaders Index (SULI) is a thematic sector-specific equity index comprising U.S.-domiciled energy utilities ranked by TRA as highly sustainable. SULI component companies exhibit the best overall sustainability performance across all three Triple Bottom Line categories (economic, environmental, and social) as determined by TRA's proprietary and patent-pending sustainability assessment and indexing process.

The SULI provides a benchmark for investors seeking to invest in sustainable and socially responsible utilities while potentially benefitting from the income and risk-adjusted total return performance typical of this sector.

Component weightings are determined by a proprietary hybrid scheme of market capitalization and TRA’s sustainability score, with market capitalization bias. The result is an index that is relevant to sustainable and socially responsible investing while still practical in terms of size, liquidity and diversification considerations.