Important Announcement
Please note that effective March 31, 2024, the Jantzi Social Index will be migrated to the Morningstar Indexes calculation platform. This change is part of Morningstar's continued consolidation of our index calculations in-house to improve client experience and reduce reliance on external calculations agents. On April 1, this page you are currently on will be removed and visitors will be redirected to the Morningstar Indexes website. For more information read this Jantzi Social Index migration FAQ.
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
Monthly Returns
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September 4, 2018
Jantzi Social Index September 2018 Total Returns
Toronto, ON — October 5, 2018 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) decreased in value by 0.88 percent during the month of September. During the same period, the S&P/TSX Composite Index decreased by 0.89 percent and the S&P/TSX 60 Index decreased by 1.12 percent.
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July 8, 2018
Jantzi Social Index June 2018 Total Returns
Toronto, ON — July 9, 2018 — 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 1.09 percent during the month of June. During the same period, the S&P/TSX Composite Index increased by 1.69 percent and the S&P/TSX 60 Index increased by 1.93 percent.
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July 7, 2018
Jantzi Social Index June 2018 Total Returns
Toronto, ON — July 9, 2018 — 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 1.09 percent during the month of June. During the same period, the S&P/TSX Composite Index increased by 1.69 percent and the S&P/TSX 60 Index increased by 1.93 percent.
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May 3, 2018
Jantzi Social Index April 2018 Total Returns
Toronto, ON — May 4, 2018 — 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 2.01 percent during the month of April. During the same period, the S&P/TSX Composite Index increased by 1.82 percent and the S&P/TSX 60 Index increased by 1.66 percent.
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April 10, 2018
Jantzi Social Index March 2018 Total Returns
Toronto, ON — April 11, 2018 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) decreased in value by 0.10 percent during the month of March. During the same period, the S&P/TSX Composite Index decreased by 0.16 percent and the S&P/TSX 60 Index decreased by 0.20 percent.
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February 7, 2018
Jantzi Social Index January 2018 Total Returns
Toronto, ON — February 8, 2018 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) decreased in value by 0.58 percent during the month of January. During the same period, the S&P/TSX Composite Index and the S&P/TSX 60 Index decreased by 1.39 percent.
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December 14, 2017
Jantzi Social Index November 2017 Total Returns
Toronto, ON — December 15, 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 0.62 percent during the month of November. During the same period, the S&P/TSX Composite Index increased by 0.47 percent and the S&P/TSX 60 Index increased by 0.71 percent.
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November 7, 2017
Jantzi Social Index October 2017 Total Returns
Toronto, ON — November 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 2.87 percent during the month of October. During the same period, the S&P/TSX Composite Index increased by 2.73 percent and the S&P/TSX 60 Index increased by 3.03 percent.
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October 9, 2017
Jantzi Social Index September 2017 Total Returns
Toronto, ON — October 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 4.21 percent during the month of September. During the same period, the S&P/TSX Composite Index increased by 3.06 percent and the S&P/TSX 60 Index increased by 3.54 percent.
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September 10, 2017
Jantzi Social Index August 2017 Total Returns
Toronto, ON — September 11, 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 0.64 percent during the month of August. During the same period, the S&P/TSX Composite Index increased by 0.67 percent and the S&P/TSX 60 Index increased by 0.37 percent.
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August 14, 2017
Jantzi Social Index June 2017 Total Returns
Toronto, ON — August 15, 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 0.37 percent during the month of July. During the same period, the S&P/TSX Composite Index decreased by 0.06 percent and the S&P/TSX 60 Index increased by 0.05 percent.
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June 6, 2017
Jantzi Social Index May 2017 Total Returns
Toronto, ON — June 7, 2017 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) decreased in value by 0.65 percent during the month of April. During the same period, the S&P/TSX Composite Index decreased by 1.33 percent and the S&P/TSX 60 Index decreased by 1.19 percent.
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May 4, 2017
Jantzi Social Index April 2017 Total Returns
Toronto, ON — May 5, 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 1.02 percent during the month of April. During the same period, the S&P/TSX Composite Index increased by 0.44 percent and the S&P/TSX 60 Index increased by 0.58 percent.
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April 9, 2017
Jantzi Social Index March 2017 Total Returns
Toronto, ON — April 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 1.03 percent during the month of March. During the same period, the S&P/TSX Composite Index increased by 1.34 percent and the S&P/TSX 60 Index increased by 1.27 percent.
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March 12, 2017
Jantzi Social Index February 2017 Total Returns
Toronto, ON — March 13, 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 0.13 percent during the month of February. During the same period, the S&P/TSX Composite Index increased by 0.21 percent and the S&P/TSX 60 Index decreased by 0.07 percent.
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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.
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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.