Mackenzie Investments announced significant methodological revisions to the Corporate Knights Global 100 Index, aimed at sharpening sustainability assessments and tightening exclusion criteria, with changes set for January 2026.
Mackenzie Investments has announced forthcoming changes to the methodology of the Corporate Knights Global 100 Index, which it tracks through its Mackenzie Corporate Knights Global 100 Index Fund and ETF. These adjustments, set to take effect around January 21, 2026, aim to refine the index’s approach to evaluating corporate sustainability and will consequently alter the security selection process and holdings within these investment products.
According to the announcement, Corporate Knights, the index provider, will implement a revised methodology that simplifies the scoring framework. The new system will focus on three equally weighted key performance indicators: the Sustainable Revenue Score, Sustainable Investment Score, and Sustainable Revenue Momentum Score. This streamlined approach is designed to enhance the clarity and rigour of sustainability assessments, reflecting Corporate Knights’ commitment to advancing sustainable business leadership standards.
In addition to changes in scoring, stricter exclusion criteria will be introduced. These more rigorous standards are expected to reinforce the emphasis on responsible and sustainable corporate behaviour, potentially excluding companies whose practices do not meet elevated sustainability thresholds.
The Corporate Knights Global 100 Index has long been regarded as an influential benchmark spotlighting the world’s most sustainable companies. Its comprehensive assessments traditionally encompass a broad array of performance aspects including energy efficiency, waste management, emissions, water use, pay equity, diversity, and sustainable supply chains. The announced revisions thus continue a trend of evolving methodologies that respond to the dynamic nature of corporate sustainability and stakeholder expectations.
Mackenzie Investments originally launched the related ETF and mutual fund in April 2023, providing Canadian investors with an efficient way to align their portfolios with sustainability objectives by tracking Corporate Knights’ top 100 global sustainable companies. At that time, the products were positioned to combine strong financial performance with robust sustainability criteria, facilitating access to companies demonstrating strong management and enduring financial strength alongside environmental, social, and governance (ESG) excellence.
The updates signal Mackenzie’s and Corporate Knights’ ongoing dedication to maintaining and enhancing the quality and relevance of sustainability benchmarks amid growing investor demand for responsible investment options. With assets under management reaching approximately CAD 239 billion by late 2025, Mackenzie continues to expand its suite of innovative investment solutions, emphasizing alignment with sustainable investment principles.
Investors tracking or invested in the Mackenzie Corporate Knights Global 100 Index Fund and ETF should prepare for forthcoming changes in portfolio composition resulting from the new methodology. These adjustments reflect broader industry trends toward more transparent, data-driven sustainability metrics that align with global environmental and social goals.
For further information, Mackenzie Investments directs investors to consult their website and Corporate Knights’ detailed methodology overview, ensuring transparency and accessibility of the changes that will shape these investment options moving forward.
- https://www.newswire.ca/news-releases/mackenzie-investments-announces-changes-to-corporate-knights-global-100-index-methodology-884462954.html – Please view link – unable to able to access data
- https://www.mackenzieinvestments.com/en/media-centre/press-releases/_2025/2025-nov-5-mackenzie-announces-changes-to-corporate-knights-index-methodology – Mackenzie Investments has announced changes to the Corporate Knights Global 100 Index methodology, effective on or about January 21, 2026. The revised methodology introduces a simplified scoring framework based on three equally weighted core key performance indicators: Sustainable Revenue Score, Sustainable Investment Score, and Sustainable Revenue Momentum Score. Additionally, stricter exclusion criteria will be applied, underscoring Corporate Knights’ commitment to advancing standards of sustainable business leadership. These updates will impact the security selection process and holdings of both the Mackenzie Corporate Knights Global 100 Index Fund and the Mackenzie Corporate Knights Global 100 Index ETF. For more information, visit mackenzieinvestments.com.
- https://corporateknights.com/rankings/global-100-rankings/2026-global-100/ – Corporate Knights has released the 2026 Global 100, a ranking of the world’s most sustainable companies. The ranking is based on a comprehensive methodology that evaluates companies across 25 performance indicators, including energy efficiency, waste management, emissions, water use, pay equity, diversity, and sustainable supply chains. The 2026 Global 100 highlights companies that are leading the way in sustainability and provides insights into the evolving landscape of corporate responsibility. For detailed information on the ranking and methodology, visit corporateknights.com.
- https://www.mackenzieinvestments.com/en/media-centre/press-releases/_2023/2023-april-18-new-mackenzie-etf-and-mutual-fund-enhance-investor-access – In April 2023, Mackenzie Investments launched the Mackenzie Corporate Knights Global 100 Index ETF and Mutual Fund, offering Canadian investors access to the Corporate Knights’ top 100 global sustainable companies. These investment solutions aim to replicate the performance of the Corporate Knights Global 100 Index, which consists of a diverse selection of global companies with strong management, enduring financial strength, and exceptional performance in sustainability measures. The ETF and Fund provide an efficient and simple way for investors to align their portfolios with sustainability values. For more information, visit mackenzieinvestments.com.
- https://www.newswire.ca/news-releases/mackenzie-investments-announces-proposed-changes-to-further-streamline-product-shelf-838191426.html – Mackenzie Investments has announced proposed changes to further streamline its product shelf, including a change to the portfolio management of the Mackenzie Global Women’s Leadership Fund and Mackenzie Global Women’s Leadership ETF. The current sub-advisor, Impax Asset Management, will be replaced by the Mackenzie Multi-Asset Strategies team, aligning with the team’s investment philosophy. This change is set to take place on or around April 3, 2024. For more information, visit mackenzieinvestments.com.
- https://www.cantechletter.com/newswires/mackenzie-investments-announces-changes-to-corporate-knights-global-100-index-methodology/ – Mackenzie Investments has announced changes to the Corporate Knights Global 100 Index methodology, effective on or about January 21, 2026. The revised methodology introduces a simplified scoring framework based on three equally weighted core key performance indicators: Sustainable Revenue Score, Sustainable Investment Score, and Sustainable Revenue Momentum Score. Additionally, stricter exclusion criteria will be applied, underscoring Corporate Knights’ commitment to advancing standards of sustainable business leadership. These updates will impact the security selection process and holdings of both the Mackenzie Corporate Knights Global 100 Index Fund and the Mackenzie Corporate Knights Global 100 Index ETF. For more information, visit mackenzieinvestments.com.
- https://www.barchart.com/story/news/35917627/mackenzie-investments-announces-changes-to-corporate-knights-global-100-index-methodology – Mackenzie Investments has announced changes to the Corporate Knights Global 100 Index methodology, effective on or about January 21, 2026. The revised methodology introduces a simplified scoring framework based on three equally weighted core key performance indicators: Sustainable Revenue Score, Sustainable Investment Score, and Sustainable Revenue Momentum Score. Additionally, stricter exclusion criteria will be applied, underscoring Corporate Knights’ commitment to advancing standards of sustainable business leadership. These updates will impact the security selection process and holdings of both the Mackenzie Corporate Knights Global 100 Index Fund and the Mackenzie Corporate Knights Global 100 Index ETF. For more information, visit mackenzieinvestments.com.
Noah Fact Check Pro
The draft above was created using the information available at the time the story first
emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed
below. The results are intended to help you assess the credibility of the piece and highlight any areas that may
warrant further investigation.
Freshness check
Score:
10
Notes:
The narrative was first published on November 5, 2025, and has not appeared elsewhere prior to this date. It is a press release from Mackenzie Investments, which typically warrants a high freshness score. No discrepancies in figures, dates, or quotes were found. The content is original and not recycled. The announcement includes updated data and introduces new information, justifying a higher freshness score.
Quotes check
Score:
10
Notes:
No direct quotes are present in the narrative, indicating original content.
Source reliability
Score:
10
Notes:
The narrative originates from Mackenzie Investments, a reputable Canadian investment management firm with approximately $239 billion in assets under management as of September 30, 2025. The press release is hosted on Newswire, a legitimate press release distribution service. The source is reliable and verifiable.
Plausability check
Score:
10
Notes:
The claims about changes to the Corporate Knights Global 100 Index methodology are plausible and align with industry trends towards more transparent, data-driven sustainability metrics. The narrative lacks excessive or off-topic detail and maintains a formal tone consistent with corporate communications. No inconsistencies or suspicious elements were identified.
Overall assessment
Verdict (FAIL, OPEN, PASS): PASS
Confidence (LOW, MEDIUM, HIGH): HIGH
Summary:
The narrative is a recent, original press release from a reputable source, containing no recycled content or unverifiable claims. All information is consistent and plausible, with no signs of disinformation.