COURSE CONTENT

Composition of main industry indices

1
INDUSTRY ANALYSIS

Sources:
• CFA Institute curriculum
• Extracts from broker research and financial press
• Industry and sector classification data
• Author’s documentation

2
COURSE CONTENT

1. Introduction
2. Representative sectors

3. Exercice: examples of classification

3
GLOBAL SECTORS – SAMPLE PROXY ETF

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

4
GLOBAL SECTORS – SAMPLE PROXY ETF

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

5
COURSE CONTENT

1. Introduction

2. Representative sectors
3. Exercice: examples of classification

6
REPRESENTATIVE INDUSTRY SECTORS

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

7
REPRESENTATIVE INDUSTRY SECTORS

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

8
REPRESENTATIVE INDUSTRY SECTORS

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

9
REPRESENTATIVE INDUSTRY SECTORS

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

10
REPRESENTATIVE INDUSTRY SECTORS

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

11
REPRESENTATIVE INDUSTRY SECTORS

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

12
REPRESENTATIVE INDUSTRY SECTORS

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

13
REPRESENTATIVE INDUSTRY SECTORS

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

14
REPRESENTATIVE INDUSTRY SECTORS

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

15
REPRESENTATIVE INDUSTRY SECTORS

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

16
REPRESENTATIVE INDUSTRY SECTORS

Source: Ishares MSCI ACWI ETF – portfolio weight 17.02.2023

17
COURSE CONTENT

1. Introduction

2. Representative sectors

3. Exercice: examples of classification

18
CLASSIFYING COMPANIES INTO INDUSTRIES -
QUESTIONS

1. A natural gas transporter and marketer.

2. A manufacturer of heavy construction equipment.
3. A provider of regional telephone services.
4. A semi-conductor company.
5. A manufacturer of medical devices.
6. A chain of supermarkets.
7. A manufacturer of chemicals and plastics.
8. An automobile manufacturer.
9. An investment management company.
10. A manufacturer of luxury leather goods.

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CLASSIFYING COMPANIES INTO INDUSTRIES –
ANSWERS

1. A natural gas transporter and marketer => Energy.

2. A manufacturer of heavy construction equipment => Industrial/producer
durables.
3. A provider of regional telephone services => Telecommunications.
4. A semi-conductor company => Technology.
5. A manufacturer of medical devices => Health care.
6. A chain of supermarkets => Consumer staples.
7. A manufacturer of chemicals and plastics => Basic materials and
processing.
8. An automobile manufacturer => Consumer discretionary.
9. An investment management company => Financial services.
10. A manufacturer of luxury leather goods => Consumer discretionary.

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CLASSIFYING COMPANIES INTO INDUSTRIES -
QUESTIONS

11. A regulated supplier of electricity.

12. A provider of wireless broadband services.
13. A manufacturer of soaps and detergents.
14. A software development company.
15. A global insurer.
16. A regulated provider of water services.
17. A petroleum company.
18. A pharmaceuticals manufacturer.
19. A provider of rail transportation services.
20. A metals mining company.

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CLASSIFYING COMPANIES INTO INDUSTRIES –
ANSWERS

11. A regulated supplier of electricity => Utilities.

12. A provider of wireless broadband services => Telecommunications.
13. A manufacturer of soaps and detergents => Consumer staples.
14. A software development company => Technology.
15. A global insurer => Financial services.
16. A regulated provider of water services => Utilities.
17. A petroleum company => Energy.
18. A pharmaceuticals manufacturer => Health care.
19. A provider of rail transportation services => Industrial/producer durables.
20. A metals mining company => Basic materials and processing.

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