[Investment] GICS | 글로벌 산업 분류 기준
GICS
(Global Industry Classification Standard)
글로벌 산업 분류 기준
- 세계적으로 널리 사용되는 증권시장 전용 산업분류기준이다.
- S&P와 MSCI가 1999년에 공동 개발했다.
- 투자분석, 포트폴리오 구성, 자산관리 전략 수립 등에 폭넓게 참고되는 지표이다.
GICS Hierarchy (GICS 계층 구조)
1. Sectors (경제섹터)
2. Industry Groups (산업군)
3. Industries (산업)
4. Sub-Industries (하위산업)
Definition fo GICS Sectors (GICS 섹터 구성)
- GICS 기준의 최상위 계층을 이루는 11개 섹터들은 아래와 같이 구성되어 있다:
* Effective close of March 17, 2023
Energy Sector
- The Energy Sector comprises companies engaged in exploration & production, refining & marketing, and storage & transportation of oil & gas and coal & consumable fuels.
- It also includes companies that offer oil & gas equipment and services.
Materials Sector
- The Materials Sector includes companies that manufacture chemicals, construction materials, forest products, glass, paper and related packaging products, and metals, minerals and mining companies, including producers of steel.
Industrials Sector
- The Industrials Sector includes manufacturers and distributors of capital goods such as aerospace & defense, building products, electrical equipment and machinery and companies that offer construction & engineering services. It also includes providers of commercial & professional services including printing, environmental and facilities services, office services & supplies, security & alarm services, human resource & employment services, research & consulting services.
- It also includes companies that provide transportation services.
Consumer Discretionary Sector
- The Consumer Discretionary Sector encompasses those businesses that tend to be the most sensitive to economic cycles. Its manufacturing segment includes automobiles & components, household durable goods, leisure products and textiles & apparel.
- The services segment includes hotels, restaurants, and other leisure facilities.
- It also includes distributors and retailers of consumer discretionary products.
Consumer Staples Sector
- The Consumer Staples Sector comprises companies whose businesses are less sensitive to economic cycles.
- It includes manufacturers and distributors of food, beverages and tobacco and producers of non-durable household goods and personal products.
- It also includes distributors and retailers of consumer staples products including food & drug retailing companies.
Health Care Sector
- The Health Care Sector includes health care providers & services, companies that manufacture and distribute health care equipment & supplies, and health care technology companies.
- It also includes companies involved in the research, development, production and marketing of pharmaceuticals and biotechnology products.
Financials Sector
- The Financials Sector contains companies engaged in banking, financial services, consumer finance, capital markets and insurance activities.
- It also includes Financial Exchanges & Data and Mortgage REITs.
Information Technology Sector
- The Information Technology Sector comprises companies that offer software and information technology services, manufacturers and distributors of technology hardware & equipment such as communications equipment, cellular phones, computers & peripherals, electronic equipment and related instruments, and semiconductors and related equipment & materials.
Communication Services Sector
- The Communication Services Sector includes companies that facilitate communication and offer related content and information through various mediums.
- It includes telecom and media & entertainment companies including producers of interactive gaming products and companies engaged in content and information creation or distribution through proprietary platforms.
Utilities Sector
- The Utilities Sector comprises utility companies such as electric, gas and water utilities.
- It also includes independent power producers & energy traders and companies that engage in generation and distribution of electricity using renewable sources.
Real Estate Sector
- The Real Estate Sector contains companies engaged in real estate development and operation.
- It also includes companies offering real estate related services and Equity Real Estate Investment Trusts (REITs).
Reference: MSCI, The Global Indesutry Classification Standard, URL, 2024년 5월 6일 검색.
Reference: MSCI, Global Industry Classification Sector, URL, 2024년 5월 6일 검색.