Social impact investment index apparatuses, methods, and systems

A system for calculating an investable index that includes a non-financial impact metric component, the system comprising:

• a server having a processor and a memory and being programmable to interface with a database;
• an index calculator interfacing with the server and being programmable to:
• determine a non-financial impact metric associated with each company included in a predetermined group of publicly traded companies;
• compare each one of the non-financial impact metrics to a predetermined threshold;
• create a notional portfolio that includes only the companies in the predetermined group whose non-financial metric meets the predetermined threshold;
• and
• calculate an index value based on at least a publicly available share price and the non-financial impact metric, for each company in the notional portfolio.

A processor-implemented method for generating a financial instrument, the method comprising:

• generating, using the processor, at least one financial instrument having an instrument value that depends on an index value for an index that includes a non-financial impact metric component;
• wherein the index value is calculated by
• determining, using a processor, a non-financial impact metric associated with each company included in a predetermined group of publicly traded companies;
• comparing, using the processor, each one of the non-financial impact metrics to a predetermined threshold;
• creating, using the processor, a notional portfolio that includes only the companies in the predetermined group whose non-financial impact metric meets the predetermined threshold;
• and
• calculating an index value, using the processor, based on at least a publicly available share price and the non-financial impact metric, for each company in the notional portfolio.

A processor-implemented method for calculating a Lesbian, Gay, Bisexual, and Transgender (LGBT) equality index, the method comprising:

• determining, using a processor, an LGBT equality score for each company included in a predetermined group of publicly traded companies, wherein the equality score is derived from the policies and practices of the company in relation to LGBT rights;
• comparing, using the processor, the LGBT equality score for each company to a predetermined threshold;
• creating, using the processor, a notional portfolio that includes only the companies in the predetermined group whose LGBT equality score meet the predetermined threshold;
• and
• calculating an LGBT equality index value, using the processor, based on at least a share price and the LGBT equality score, for each company in the notional portfolio.