What Are Global Industry Classification System Codes?

Transcription

1 Part III: Reference s GICS s What Are Global Classification System s? The Global Classification Standard (GICS) is a collaboration between Standard & Poor s and Morgan Stanley Capital International.* GICS codes are 8-digit codes that correspond to various business or industrial activities, such as Oil & Gas Drilling or Wireless Telecommunication. GICS is based upon a classification of economic sectors, which can be further subdivided into a hierarchy of industry groups, industries and sub-industries. In total, there are 10 economic sectors, 23 industry groups, 59 industries and 123 sub-industries categories, to date. The classification codes are left justified. All Sectors have a 2-digit identification code (leftmost 2 digits); all s have a 4-digit identification code (leftmost 4 digits); all Industries have a 6-digit identification code (leftmost 6 digits); and all Industries use the full 8-digit identification code. Following is a sample of the Global Classification Standard codes hierarchy for IBM: : 45 Information Technology : 4520 Technology Hardware & : Computers and Peripherals : Computer Hardware For active companies, GICS history will be from 6/30/99 forward. For research (inactive) companies, GICS history will be retained only for the month that the company became inactive. Any previous history collected will be set to For example, Company ABC became a Research File company effective October 31, At that time, its GICS code was The history for GICS for this company will be as of 10/01/97 through 10/31/97 with the code All history prior to 10/01/97 will now be *Note: GICS for inactive companies have not been reviewed or approved by Morgan Stanley Capital International; they were assigned by Standard & Poor s. GICS s by ENERGY 10 Energy 1010 Energy & Oil & Gas Drilling Oil & Gas & Oil & Gas Integrated Oil & Gas Oil & Gas Exploration & Production August 2,

2 Part III: Reference s August 2, 2002

3 Part III: Reference s INDUSTRIAL 20 Capital Goods 2010 Aerospace & Defense Commercial & Supplies Building Constructi on & Engineerin g Electrical Industrial Conglomer ates Aerospace & Defense Building Construction & Engineering Electrical Components & Heavy Electrical Industrial Conglomerates Machinery Construction & Farm Machinery & Heavy Trucks * Trading Companies & Distributor s 2020 Commerci al & Supplies Industrial Machinery Trading Companies & Distributors Commercial Printing Data Processing Diversified Commercial Employment Environmental Office & Supplies August 2,

4 Part III: Reference s August 2,

5 Part III: Reference s Hotels Restaurants & Leisure & Textiles, Apparel & Luxury Goods*** * 2530 Hotels Restaurant s & Leisure Photographic Apparel, Accessories and Luxury Goods* Casinos & Gaming Footwear Textiles Hotels, Resorts & Cruise Lines** Leisure Facilities Restaurants Media 2540 Media Advertising ing 2550 Distributor s Internet & Catalog Multiline Specialty Broadcasting & Cable TV Movies & Entertainment Publishing*** Distributors Catalog Department Stores Internet General Merchandise Stores Apparel Computer & Electronics August 2,

6 Part III: Reference s Home Improvement Specialty Stores *Apparel & Accessories prior to March 28, 2002 ** Hotels prior to March 28, 2002 ***Publishing & Printing prior to March 28, 2002 **** Textiles & Apparel prior to March 28, 2002 CONSUMER STAPLES 30 Food & Drug ing Food Beverage & Tobacco Household & Personal 3010 Food & Drug ing Drug Food Distributors Food Beverages Brewers Food 3030 Household Distillers & Vintners Agricultural Soft Drinks Meat Poultry & Fish Packaged Foods & Meats * * * Tobacco Tobacco Personal Household Personal * Available through March 28, Merged into Packaged Foods & Meats sub-industry. ** Formed March 28, 2002 when Meat, Poultry and Fish merged with Packaged Foods. August 2,

7 Part III: Reference s HEALTH CARE 35 Health Care & Pharmaceuti cals & Biotechnolo gy 3510 Health Care & Supplies Health Care Providers & 3520 Biotechnol ogy Pharmaceu ticals Health Care Health Care Supplies Health Care Distributors & Health Care Facilities Managed Health Care Biotechnology Pharmaceutical s FINANCIALS 40 Banks 4010 Banks Banks Diversified Financials 4020 Diversified Financials Consumer Finance Diversified Financial Multi-Sector Holdings Insurance 4030 Insurance Insurance Brokers L i f e Insurance Multi-Line Insurance August 2,

8 Part III: Reference s Real Estate 4040 Real Estate Property & Casualty Insurance Real Estate Investment Trusts Reinsurance Real Estate Management & Development INFORMATION TECHNOLOGY 45 Software & Technology Hardware & 4510 Internet Software & IT Consulting & 4520 Communic ations Internet Software & IT Consulting & Software Application Software Computers & Peripherals Systems Software Networking Telecommunic ations Computer Hardware Computer Storag514 refbt10.018t13.2(ent)4.2( )]TJ6.287gTJ0 August 2,

9 Part III: Reference s Semicondu ctor & Semiconductor Semiconductor s TELECOMMUNICATION SERVICES 50 Telecommu nication 5010 Diversified Telecomm unication Wireless Telecomm unication Alternative Carriers Integrated Telecommunic ation Wireless Telecommunic ation UTILITIES 55 Utilities 5510 Electric Utilities *Multi-Utilities prior to March 28, 2002 Gas Utilities Electric Utilities Gas Utilities Multi- Utilities Multi-Utilities and Unregulated Power * Water Utilities Water Utilities August 2,