How does JLens adjust scoring methodology over time as new issues affecting the Jewish community emerge?
JLens’ scoring methodology is designed to evolve in response to emerging issues affecting the Jewish community. Our Index Advisory Committee regularly reviews our metrics to ensure they capture contemporary concerns, from changes in BDS tactics to new forms of workplace antisemitism. When significant developments occur, we may introduce new metrics or adjust weightings within our scoring framework. This adaptive approach ensures our evaluations remain relevant while maintaining consistency in our core Jewish Value Pillars.
How does JLens score companies and what does it do with this score?
A company’s score on each scorecard is aggregated to form a final percentage score. Using a company’s final percentage score, each company is classified as “Metzuyan” (excellent), “Tov” (good), or “Tzarich Tikkun” (needs improvement). JLens then adjusts the weights of the company in the index based on the company’s assigned category. Companies that are Metzuyan are overweighted by a factor of 1.03 (representing a three percent increase); TOV companies receive a neutral weight of one and Tzarich Tikkun companies are underweighted by a factor of 0.97 (representing a three percent decrease). The scorecard evaluations also enables JLens to track company performance on key issue topics (e.g., number of companies providing Jewish employee resource groups) and learn about opportunities for deeper advocacy engagement on behalf of the Jewish community. JLens full methodology is available in the fund prospectus.
How does JLens assess companies on Jewish values?
JLens scores companies on three Jewish value scorecards: “Support for Israel,” “Combat Antisemitism & Hate,” and Tikkun Olam (meaning to repair the world). These Jewish value scorecards are inspired by Judaism’s framework of Mitzvot (obligations). “Support for Israel” scorecard: JLens recognizes companies that have economic ties to Israel and actively oppose efforts by the BDS campaign. “Combat Antisemitism & Hate” scorecard: JLens evaluates how companies combat antisemitism and all forms of hate in their business activities and provide an inclusive workplace for Jewish employees. “Tikkun Olam” scorecard: JLens evaluates companies on their commitment to social responsibility, employee well-being, environmental sustainability, and ethical governance, ensuring the companies actively contribute to bettering and repairing the world. Within these three scorecards, JLens conducts robust data collection, in-depth research, and direct engagement with companies. As of March 2025, JLens evaluates each company on more than 80 metrics, totalling more than 40,000 data points across TOV.