Verde Advisors

Research Index

Verde ESG Leaders Index

A non-investable research index identifying institutional ESG leaders using only free, public, independently verifiable data — no licensed vendor ratings, no black box.

Index Value

1,019.54

As of July 31, 2026

Today

+0.43%

YTD

+1.95%

Since inception

+1.95%

About the Index

Index Overview

The Verde ESG Leaders Index is a rules-based, non-investable research index built on the S&P 500 universe — the sole universe, not a proxy — chosen because its membership is free, public, and independently verifiable. Constituent eligibility is determined sector by sector: a company qualifies if it ranks in the top 20% of its GICS sector by Verde ESG Score and clears an absolute floor of 65. The index is rebalanced quarterly and uses a modified market-capitalization weighting that tilts toward constituents with higher Verde ESG Scores, subject to a 10% single-name cap and a 20% cap on any single GICS sector. The index applies no categorical sector or product exclusions — it rewards measurable ESG performance on the dimensions applicable to each company's business.

Methodology

A Transparent Score

The Verde ESG Score combines five pillars, each drawn from a named public source: Climate Alignment (SBTi), Governance Quality (SEC EDGAR), Carbon Efficiency (EPA GHGRP), Social Responsibility (OSHA), and ESG Transparency (disclosure-framework engagement in SEC filings). Carbon, Social, and Transparency are scored relative to each company's GICS sector. Where a pillar cannot be measured for a company, it is excluded and the remaining weights renormalize; no value is imputed. Every input can be independently reproduced from public sources.

Track Record

Index Performance

Verde Advisors does not publish a back-tested track record. A live, real-time record began July 1, 2026, with the first monthly update in August 2026. We believe a clean forward record is more credible than a retrospective simulation.

Documentation

Index Methodology Document

Complete index construction rules, eligibility criteria, weighting methodology, rebalancing schedule, corporate actions treatment, governance framework, data sources, and limitations — plus a factsheet with the current constituent list and sector weights.

The Verde ESG Leaders Index (VESGLIDX) is a non-investable research index published by Verde Advisors LLC for informational and research purposes only. It is not a financial product, investment fund, or investment advice. © 2026 Verde Advisors LLC.