The Lapis ESG Global Family Owned 50 Dividend Yield Index is composed of 50 worldwide equally weighted family-controlled companies based on leading ESG classifications. All companies in our equity index have a market capitalization greater than USD 5 billion and with uninterrupted and continuously increasing dividend payments over the last 10 years. Our rule-based criteria for selecting the most promising companies are applied during the quarterly rebalancing process (end of March, June, September, and December).

This Lapis equity index is suitable for investors who are seeking a reliable income stream from family owned or controlled businesses. In the past, family-owned companies have often outperformed the general equity market. The main reasons for this success are the conservative capital structure, the superior corporate culture, and the long-term perspective in corporate decision-making.