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THOMSON REUTERS iX DIVERSITY AND INCLUSION INDEX INDEX METHODOLOGY Page 1 of 19 September 2016 © Thomson Reuters 2016. All Rights Reserved. Thomson Reuters, by publishing this document, does not guarantee that any information contained herein is or will remain accurate or that use of the information will ensure correct and faultless operation of the relevant service or associated equipment. Neither Thomson Reuters, its agents or employees, shall be held liable to any user or end user for any loss or damage (whether direct or indirect) whatsoever resulting from reliance on the information contained herein. This document may not be reproduced, disclosed, or used in whole or part without the prior written consent of Thomson Reuters.

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Page 1: THOMSON REUTERS iX DIVERSITY AND INCLUSION INDEX · Thomson Reuters has designed the Thomson Reuters iX Diversity and Inclusion Index on the hypothesis that companies tracking, reporting,

THOMSON REUTERS iX DIVERSITY AND INCLUSION INDEX

INDEX METHODOLOGY

Page 1 of 19

September 2016

© Thomson Reuters 2016. All Rights Reserved.

Thomson Reuters, by publishing this document, does not guarantee that any information contained herein is or will remain accurate or that use of the information will ensure correct and faultless operation of the relevant service or associated equipment. Neither Thomson Reuters, its agents or employees, shall be held liable to any user or end user for any loss or damage (whether direct or indirect) whatsoever resulting from reliance on the information contained herein. This document may not be reproduced, disclosed, or used in whole or part without the prior written consent of Thomson Reuters.

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TABLE OF CONTENTS

Introduction ................................................................................................................................................................................ 3

Constituent Universe ................................................................................................................................................................ 5

Selection Methodology ............................................................................................................................................................. 6

Data Sources & Data Management .......................................................................................................................................... 7

Calculation Methodology .......................................................................................................................................................... 8

Rebalancing Methodology ........................................................................................................................................................ 9

Calendar ................................................................................................................................................................................... 13

Quality Control ......................................................................................................................................................................... 14

Governance .............................................................................................................................................................................. 16

Appendix: ESG Measures Used ............................................................................................................................................. 18

Intended Readership

This document supports data use by Thomson Reuters Indices clients. Clients receive the data as part of their desktop license or may be licensed to use Thomson Reuters Indices in a separate licensing agreement.

Feedback

Your questions about the document, suggestions, and contributions are welcome. Please address enquiries to: [email protected]

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INTRODUCTION

Thomson Reuters Indices

Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, scientific, healthcare and media markets, powered by the world’s most trusted news organization.

Thomson Reuters provides trusted and innovative indices and index-related services to the investment community. Our index business leverages Thomson Reuters global footprint and unparalleled depth and breadth of the financial markets to provide our clients with:

Beta-generating indices

Alpha-generating indices

Custom index services

Whether you require indices for benchmarking, or for the development of investment vehicles, Thomson Reuters offers a range of index solutions to satisfy your requirements. Delivered via Thomson Reuters platforms and data feeds, Thomson Reuters Indices leverage the latest technologies for ease of use and convenient delivery.

Thomson Reuters Indices are used by investors such as plan consultants, investment managers, mutual fund providers, ETF providers, financial advisors, investment banks, stock exchanges, and the media. Thomson Reuters does not provide financial advice to clients, which allows for the provision of truly objective market information.

Each index is constructed employing content sets with the highest data integrity. They are transparent and designed to provide unbiased and neutral measures of the markets. Our rigorous financial models, analytics and classifications provide insight needed to make better investment decisions.

Thomson Reuters iX Global Diversity and Inclusion Index

The Thomson Reuters iX Global Diversity and Inclusion Index offers an innovative benchmark for fund managers and investors wishing to commit capital to companies that actively invest in and promote environmental, social and governance (ESG) values and principles in the running of their businesses. For an initial universe of companies, the Thomson Reuters iX Global Diversity and Inclusion Index draws on a broad range of publicly traded companies that are representative of global equities as an asset class. By applying the comprehensive and accurate data in the ESG database1 to filter this initial universe, the final index selection reflects the principles and impact of diversity and inclusion.

Thomson Reuters has designed the Thomson Reuters iX Diversity and Inclusion Index on the hypothesis that companies tracking, reporting, and achieving on the measures (or pillars) of Diversity, Inclusion, and People Development will, collectively and over time, offer diversification away from portfolios constructed using different selection criteria such as market capitalization alone2. A fourth pillar (Controversies) provides an additional dimension for measuring corporate performance in this area.

1 Data from the ESG database is broadly available for many other uses.

2 Past performance is not necessarily indicative of future performance.

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The index tracks the total return and price return of the 100 publicly traded equities across the world with the highest scores when ranked using these four pillars (see Appendix: ESG Measures Used for a complete list of the ESG measures used in the pillar ratings).

Over 7 years of history is available, with an inception value of 100 as of 30 June 2009. For the history, rebalances were performed on an annual basis (while, on an ongoing basis, the index is rebalanced quarterly).

Orange Line: Thomson Reuters iX Diversity and Inclusion Index Purple Line: Thomson Reuters Global Developed Index Index Types

Price only and total return variants are published for this index.

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CONSTITUENT UNIVERSE

The Thomson Reuters iX Global Diversity and Inclusion Index uses all of the publicly traded companies covered by the Thomson Reuters Environmental, Social and Governance (ESG) database as the initial candidate universe. For further information about the ESG database, see financial.thomsonreuters.com/en/products/data-analytics/company-data/esg-research-data.html.

Scores are calculated for each company for the Diversity, Inclusion, People Development and Controversies pillars, and those companies with non-zero scores for all four pillars are assigned an overall score (the arithmetic mean of the pillar scores). The 100 companies with the best overall scores are selected for the index.

Potential Benchmark Limitations

The underlying ESG database contains information on over 5,000 global companies and over 400 metrics. The data is gathered from publicly available information sources and is manually collected to ensure that the information is standardized, comparable and reliable. All of the ESG data collected is quality controlled.

The public availability of ESG information varies across different countries, industries and market capitalizations. The ESG database is therefore more reflective of companies with a greater degree of ESG data disclosure. These include companies listed in countries where regulatory or investor demand favour such disclosure, companies in industries with a tradition of ESG transparency and companies with mid to large market capitalizations.

The calculated overall score is the sole criteria for the selection of companies from the ESG database for inclusion in the Thomson Reuters iX Global Diversity and Inclusion Index. There are therefore no constraints or caps on:

TRBC3 Sector

Geographic Region

Country

Market Capitalization categorization (Large, Mid, Small)

Individual constituent weight

Consequently, the selected portfolio may over- or under-weight in one or more of the above areas when compared with other market benchmarks.

While certain sector, region, country, and market capitalization values may be statistically significant in predicting overall scores, these factors account for only 25.61% of the variability in the model (adjusted

from linear regression, FY2013 scores).

3 Thomson Reuters Business Classification, see: http://financial.thomsonreuters.com/en/products/data-analytics/market-

data/indices/trbc-indices.html

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SELECTION METHODOLOGY

The publicly traded universe of candidates for the Thomson Reuters iX Diversity and Inclusion Index will be the set of publicly traded equities tracked by the ESG database at the rebalance date. Each company will be assigned a pillar score for each of the four pillars (for the scoring process, see REBALANCING METHODOLOGY, below). Equities with a non-zero score on each of the four pillars will be assigned an overall score, which is simply the arithmetic mean of the pillar scores. Equities are ranked (descending order) on the basis of overall score, and the top 100 are selected as constituents. By design, there is no assignment of overall scores to companies scoring zero on one or more pillars. This avoids the inclusion of companies that may score highly on some pillars but zero on others, which may lead to an overall dilution in the average score of companies selected for the Thomson Reuters iX Diversity and Inclusion Index, or introduce a bias towards or away from any particular pillar. At rebalance, the companies are weighted by free float market capitalization.

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DATA SOURCES & DATA MANAGEMENT

For each date on which the Thomson Reuters Global Index is priced, the market price of each individual asset is used to re-value the portfolio, calculate a return, and derive an index value.

The primary exchange for each equity (in the country of domicile) is the source used for the local equity prices. Local prices are converted to USD using the corresponding real time spot FX (bid) rate taken from Thomson Reuters.

If a market price is missing, the most recent prior price is used. In the case where the securities go for a period without pricing, this matter will be escalated to the Thomson Reuters Index Action Committee for review in order to determine what course of action is to be taken.

DATA SOURCE: ESG

Thomson Reuters provides objective and transparent environmental, social and governance (ESG) information and analysis tools to enable professional investors to benchmark, compare and integrate extra-financial information into their investment processes. The most comprehensive environmental, social and governance (ESG) database containing information on 5,000+ global companies and over 400+ measures, including all exclusion (ethical screening) criteria and all aspects of sustainability performance, collected and standardized by 150+ experienced analysts to ensure data accuracy and comparability. The Thomson Reuters ESG database covers a broad range of companies, including those tracked by indices such as the S&P 500, ASX300, MSCI World, MSCI Emerging Markets, FTSE100, Bovespa and more than 500 measures and 100+ key performance indicators to provide the most in-depth coverage in the industry.

DATA SOURCE: THOMSON REUTERS BUSINESS CLASSIFICATION

The Thomson Reuters Business Classification (TRBC) is an industry classification system that is owned and operated by Thomson Reuters. The market-oriented system tracks the primary business of a corporation and reflects global industry practices by grouping together correlated companies that offer products and services into similar end markets.

TRBC is used by the investment community for navigation, aggregation and benchmarking. It provides a global standard for intelligently identifying peers, tagging research, aggregating financial content and transforming the torrent of Thomson Reuters news and information into insightful trends. It delivers a solid foundation for aggregating financial ratios, portfolio benchmarking and attribution analysis.

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CALCULATION METHODOLOGY

The Thomson Reuters iX Global Diversity and Inclusion Index is calculated using the standard Thomson Reuters Global Equity Indices methodology, unless stated otherwise in this Thomson Reuters iX Global Diversity and Inclusion Index methodology. For further information, please refer to the Thomson Reuters Global Equity Index Methodology:

http://financial.thomsonreuters.com/content/dam/openweb/documents/pdf/financial/global-equity-index-methodology.pdf.

Corporate Action rules will follow the Thomson Reuters Global Equity Indices methodology. A forward looking corporate actions file is available upon request. For details on the corporate action treatment for the indices, please refer to the detailed Corporate Actions Methodology document:

http://financial.thomsonreuters.com/content/dam/openweb/documents/pdf/financial/corporate-actions-methodology.pdf

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REBALANCING METHODOLOGY

Introduction

The Thomson Reuters iX Global Diversity and Inclusion Index is rebalanced on a quarterly basis after close of business on the final business day of each calendar quarter (determined using the New York Stock Exchange trading calendar) and using the most recent bi-weekly data update from the ESG database. The new rebalance is effective at market open on the first business day of the new calendar quarter. Publicly traded equities are selected for the Diversity and Inclusion Index by ranking each with a D&I Score. The D&I Score is calculated as follows:

We selected 24 measures that are relevant to diversity and inclusion out of 400+ measures available in Thomson Reuters Environmental, Social and Governance (ESG) database

Each of these 24 measures is allocated to one of four pillars: Diversity, Inclusion, People Development, and Controversies. The measures are weighted according to their availability within an industry or country.

Values for three of the four pillars are then calculated using a weighted average of their constituent measures

A value for the Controversies pillar is calculated as a simple average of its constituent measures.

The overall D&I Score for each company is the simple average of the four pillar scores (each must be greater than zero for the company to be eligible for the Diversity and Inclusion Index).

The top 100 companies when ranked by overall score are selected to be included in the Thomson Reuters iX Diversity and Inclusion Index.

Company Selection and Classification

The rebalancing procedure starts by taking the universe of companies covered by the ESG database. For each company, data for 24 measures are taken from the ESG database (for a list of the measures, see Appendix: ESG Measures Used). For each measure and where available, the data taken covers the period from 2008 to the current Fiscal Year (FY). From the ESG data, individual companies are identified using a unique company identifier. For each individual company, static data (organization name, region, country, ISIN, fiscal year, TRBC industry) and the 24 measures are identified by starting with the 2008 data and moving forward year by year to the FY, overwriting older values with newer ones. This process results in a data set (or “Data Dictionary”) for each company. Once a Data Dictionary has been compiled for each company, market capitalizations are determined4 and companies are classified according to their capitalization. Classifications are determined on a country basis, in which the top 70% of companies (by cumulative market capitalization value) are considered “Large” cap, and the companies in the 70-88% region of cumulative market cap are

4 Market capitalizations are as displayed on Thomson Reuters Eikon

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considered “Mid” cap. All others keep the default “Small” classification. Capitalization classification could potentially be done by region, but it is believed that a country-based classification is optimal. Note that the set of companies may include companies that are inactive for the fiscal year under consideration (i.e. data have not been updated for the FY under consideration, nor for either of the previous two FYs). The default configuration for the index rebalancing engine is to exclude inactive companies from the calculation steps below.

Determining Min/Max Values for Measures

To scale the scores of individual measures, it is necessary, for each measure, to calculate a minimum/maximum value for each measure in each of the TRBC industry groups. The complete set of companies under consideration is iterated through, and the Data Dictionary for each is examined to update the Data Dictionary entries.

Determining Measure Weights by Industry Group/Country

Many individual measures are weighted based on the availability of that measure across companies in that industry group (TRBC level 3) or country. To determine those weights, it is necessary to first:

(1) Perform a count for each measure, by both industry group and country. For Boolean measures,

only Yes (‘Y’) values are counted. Values that are missing, empty (null), or NA are not counted.

(2) Convert the raw counts to percentages, when there are more than 10 companies available. If

there are 10 or fewer in the industry group or country, the percentage is set to zero.

(3) Use the availability percentages to identify boundaries for assigning quartiles (i.e., for a given

measure and industry group or country, determine into which quartile that percentage falls).

Once the steps above are complete, the quartile assignments can be used to determine the weighting (0%, 25%, 50%, 75%, or 100%) for that measure within its industry group or country. In the final step, each company is tagged if it belongs to either an industry or a country for which there are insufficient members to form a benchmark.

Calculating Diversity/Inclusion/People Development Scores

The Diversity, Inclusion, and People Development pillars all use the same methodology to calculate the pillar scores. The steps are: (1) Determine the measures involved in the pillar’s calculation (see Appendix: ESG Measures Used, below,

for a mapping of measures to pillar).

(2) For each company:

a. For each measure used in the pillar:

i. Determine the measure weight (based on whether the measure is weighted relative to

industry group or to country).

ii. Add the measure weight to the pillar weight total.

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iii. If the measure is present:

1. Convert non-numeric values to the appropriate numeric value (i.e., Booleans are

mapped to 0/1, strings are mapped as determined by a data file),

2. If numeric value is not a number (e.g., value was NA), or a Boolean ‘N’ (No)

value, increase transparency count.

3. Obtain the appropriate min/max value for the measure within the industry group.

4. Calculate the raw score as:

(numericValue-minValue)/(maxValue-minValue)

b. Use the raw scores for each measure to create the normalized scores for each measure.

Each normalized measure score is computed as

rawScore * (MeasureWeight/sumOfWeights)

c. The sum of the normalized scores, rounded to an integer value, forms the overall score for

the company for that pillar.

Calculating Controversies Scores

The methodology for calculating the controversies score is considerably simpler. It is based on the company’s market cap classification, and, for each measure, whether any controversies were reported (the measures contain the number of controversies, but this is not taken into account). The methodology steps are: (1) Determine the measures involved in the pillar’s calculation (see the column “Pillar” in the Measure

Names declarative file, described in the appendix below).

(2) For each company:

a. For each measure used in the pillar:

i. If measure is not present for the company, or is NA, score 100 for the measure (no

controversies is considered a positive).

ii. If the measure is present and is a positive number, score based on market

capitalization (Large = 50; Mid = 25; Small = 0).

b. The score for the controversies pillar is the average score for the individual measures,

rounded to an integer value.

Controversies are the only pillar in which the measures are updated every two weeks, rather than on a fiscal year basis.

Final Score Assembly

Overall score is presently based on a simple average of the four individual pillar scores. A company

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must have non-zero scores on all four pillar scores to have an overall score computed. Companies are ranked in descending order by overall score and the top 100 are selected as the index portfolio. Each of the equities in the index is weighted based on its free float market capitalization. The final list of constituents and their weights is published in the Index Constituent and Weight (ICW) file available on Thomson Reuters Eikon and to index clients via FTP download.

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CALENDAR

The index is published in real time. For each weekday from Monday to Friday (i.e. excluding Saturdays and Sundays), publication starts at 6pm Eastern Standard Time on the preceding day (including Sunday where the weekday is a Monday) and continues until 4pm on the weekday, beginning again at 6pm if the next day is also a weekday.

The index RICs for publication on Thomson Reuters Eikon are

Thomson Reuters iX Global Diversity and Inclusion Index (price only): .TRDI

Thomson Reuters iX Global Diversity and Inclusion Total Return Index: .TRDIT

Thomson Reuters Indices are maintained on a daily basis by a dedicated support team. This team is in direct collaboration with the Thomson Reuters Data Operations Global Corporate Actions teams and is responsible for identifying all corporate action events that affect the capital structure of a constituent in the index including stock splits, delistings and symbol changes, and ensure these changes are implemented into the applicable index.

The Thomson Reuters iX Global Diversity and Inclusion Index is rebalanced on a quarterly basis. The ESG data used to calculate the diversity and inclusion scores is issued on a bi-weekly basis; rebalances will take place after close of business on the last business day of each calendar quarter and will be effective at market open on the first business day of the new quarter.

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QUALITY CONTROL

Thomson Reuters has quality control procedures in place to monitor any prices, whether they are obtained from a regulated exchange or other market, prior to calculation of indices as well as prior to publication. The Thomson Reuters Indices Operations document (available on request) describes the quality control procedures in further detail.

Data from the ESG database is provided on an “as is” basis and may be validated discretion of the Index Manager using underlying or alternative data sources.

ERROR REPORTING

The Index Manager (see Governance section) may determine that a retrospective recalculation is required.

A retrospective recalculation will only be made when there has been a manifest and material error. The Index Manager may chose to determine that a retrospective calculation is required following feedback from the Index Action Committee (IAC), see Governance section, on the proposed retrospective recalculation. The Index Manager may also seek feedback from stakeholders on proposed changes.

Any retrospective recalculation will be notified to users via the alert system on Thomson Reuters Eikon.

INSUFFICIENT DATA AND MARKET DISRUPTION

Thomson Reuters endeavours to develop and publish indices only where Thomson Reuters has a high level of confidence of long-term availability and access to the necessary data to administer the indices. The Thomson Reuters iX Global Diversity and Inclusion Index is based on equity prices published by the exchange for each equity (in the country of domicile). Each exchange is a regulated market place and a well established supplier of equity price discovery.

In the event that certain data is not available on time to publish the Thomson Reuters iX Diversity and Inclusion Index as indicated in the Methodology or if the Index cannot be published at all over one or more planned publication times, a new publication time will be communicated to subscribers and licensors of the Index.

Should a period of market stress or a disruption affect the calculation of the Index, Thomson Reuters reserves the right to take any action with respect to the Index as it deems appropriate given the circumstances, subject to the Index governance procedures (see Governance section). Thomson Reuters will first consider the effectiveness of the actions taken by each primary exchange in producing the equity prices used in the Index calculation.

If additional action is required by Thomson Reuters, it will attempt to notify interested parties of any such action with as much notice as is practicable. There is no assurance however that the actions taken by Thomson Reuters in response to such a period of market stress or disruption will not have an adverse effect on the value of the Index or the manner in which it is calculated.

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CESSATION OF AN INDEX

Thomson Reuters aims not to stop the publication of any index that is used as a benchmark.

For those cases where Thomson Reuters does decide to stop the publication of an index, Thomson Reuters will look to find a suitable successor to its role as Administrator of the index. Should no successor be found, Thomson Reuters will conduct a consultation with any relevant stakeholders, the Index Action Committee and the Thomson Reuters Independent Oversight Committee. Thomson Reuters will publish a notice on its website about the possibility of stopping the publication of the Index and inviting anyone to provide feedback.

Such notice will be posted at least 6 months, where possible, prior to cessation of publication of the index, or on a best efforts basis for circumstances beyond the control of Thomson Reuters. After the consultation period, Thomson Reuters will publish externally the timeline for cessation. Internally, detailed operating procedures will be drafted to ensure a managed cessation.

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GOVERNANCE

The Thomson Reuters iX Global Diversity and Inclusion Index is administered by Thomson Reuters which makes all decisions regarding index calculations and changes to the Index Methodology.

The Index is subject to the Thomson Reuters governance policy for all index methodologies:

The Thomson Reuters Benchmark Governance Framework sets the policies governing each aspect of the index business, including oversight, conflicts of interest, materials retention and remuneration.

The Thomson Reuters Index Methodology Policy describes the requirements that Thomson Reuters index methodologies need to satisfy.

The governance of the Thomson Reuters iX Global Diversity and Inclusion Index follows the Governance framework described in the relevant documents except where this Methodology provides for specific exceptions.

Index Team

The Index Team is responsible for the maintenance, calculation and distribution of the Diversity & Inclusion index as set out in this Methodology.

Index Manager

The Index Manager is responsible for the integrity and quality of the Index and has specific responsibilities as follows:

To interpret the Index Methodology and implement the quarterly rebalance procedure

To review feedback received from the Index stakeholders

Develop and implement changes to the Index Methodology if desired by feedback from the IAC, the Index Advisory Group (IAG) (see below), other stakeholders, or by market events

Manage interaction with stakeholders, the Index Action Committee and the IAG in respect of rebalances and Index Methodology changes

Report to the Thomson Reuters Benchmarks Oversight Committee (“TRBOC”)

Following interaction with the Index Action Committee and, where required, the IAG or stakeholders, the Index Manager is responsible for determining any changes to the Methodology.

Index Action Committee

The Index Action Committee (“IAC”) is an internal Thomson Reuters group of subject matter experts (indices as well as asset classes) that support the Index Manager with additional advice related to Methodology interpretation or changes to the Methodology. Specifically, the Index Manager may communicate the feedback obtained from Index stakeholders to solicit advice from the IAC.

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Stakeholder Consultation

An Index Advisory Group (IAG) of market participants provides advice and expertise on proposed Methodology changes and responses to market events on a bilateral basis. The Index Manager may consult the IAG at its discretion and retains all responsibility for deciding any issues under review. The Index Manager may seek the views from the wider market when considering an issue.

Issues on which the Index Manager would typically consult the IAG include changes to the index calculation methodology, the selection and weighting of companies for the Thomson Reuters iX Diversity and Inclusion Index, and exceptional market events.

Members of the IAG shall be at the invitation of Thomson Reuters.

Methodology Review

The Thomson Reuters iX Diversity and Inclusion Index Methodology is reviewed once per year and, if required by market events, more frequently. In reviewing the Methodology, attention is paid to the suitability of the Index calculation methodology in representing the four pillars of Diversity, Inclusion, and People Development and Controversies.

Any changes to the Methodology are approved by the Index Manager and will be announced by Thomson Reuters. All reasonable efforts will be made to provide at least one month’s notice of any such changes prior to their implementation.

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Appendix: ESG Measures Used

Pillar Eikon Item Code Description Benchmark group

Controversies TR.ControvDiversityOpportunity

Number of controversies published in the media linked to workforce diversity and opportunity (e.g., wages, promotion, discrimination and harassment).

Market Cap Classification

Controversies TR.RecentControvDiversity

Number of controversies linked to workforce diversity and opportunity (e.g., wages, promotion, discrimination and harassment) published since the last fiscal year company update.

Market Cap Classification

Controversies TR.ControvWorkingCondition

Number of controversies published in the media linked to the company's relations with employees or relating to wages or wage disputes.

Market Cap Classification

Controversies TR.RecentControvWorkingCondition

Number of controversies linked to the company's relations with employees or relating to wages or wage disputes published since the last fiscal year company update.

Market Cap Classification

Diversity TR.AnalyticBoardCulturalDiversity

Percentage of board members that have a cultural background different from the location of the corporate headquarters. Country

Diversity TR.PolicyDiversityOpportunity Does the company have a policy to drive diversity and equal opportunity? Industry

Diversity TR.TargetsDiversityOpportunity Has the company set targets or objectives to be achieved on diversity and equal opportunity? Industry

Diversity TR.WomenEmployees Percentage of women employees. Industry

Diversity TR.NewWomenEmployees Percentage of new women employees. Industry

Diversity TR.WomenManagers Percentage of women managers. Industry

Diversity TR.AnalyticBoardFemale Percentage of female on the board. Country

Inclusion TR.USLGBTEqualityIndex

The score of the company in the HRC corporate equality index from the Human Rights Campaign Foundation. Country

Inclusion TR.FlexibleWorkingHours

Does the company claim to provide flexible working hours or working hours that promote a work-life balance? Industry

Inclusion TR.DayCareServices Does the company claim to provide day care services for its employees? Country

Inclusion TR.EmployeesWithDisabilities Percentage of employees with disabilities or special needs. Country

Inclusion TR.HIVAIDSProgram Does the company report on policies or programs on HIV/AIDS for the workplace or beyond? Country

People Development TR.PolicySkillsTraining

Does the company have a policy to improve the skills training of its employees? Industry

People Development TR.PolicyCareerDevelopment

Does the company have a policy to improve the career development paths of its employees? Industry

People Development TR.AvgTrainingHours Average hours of training per year per employee. Industry

People Development TR.TrainingHoursTotal Total training hours performed by all employees. Industry

People Development TR.InternalPromotion

Does the company claim to favor promotion from within? Industry

People Development TR.MgtTraining

Does the company claim to provide regular staff and business management training for its managers? Industry

People Development TR.AnalyticTrainingCosts Training costs per employee in US dollars. Industry

PeopleDevelopment TR.EmployeeSatisfaction

The percentage of employee satisfaction as reported by the company. Industry

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