UPLIFT
Commitment to investments with improved environmental, social and/or governance characteristics versus a stated universe or benchmark.
What are these ETFs?
These ETFs are sustainable equity, fixed income, and multi-asset building blocks for the core of a portfolio.
Key features
• Business involvement1 and ESG controversy screens.2
• Seek to maximize ESG score while maintaining a target tracking error (or target increased exposure to green certification with ERET).3
• Seek to reduce carbon intensity for equity ETFs compared to broad equity market indices (or target a reduction in energy usage with ERET).4
Why should you care?
These ETFs seek to achieve similar risk and return to the relevant broad market with an ESG uplift6 (or, with ERET, access developed market real estate holdings while targeting improved energy efficiency and green certification).4
What are these ETFs?
Portfolio building blocks for investors with higher conviction toward companies with favorable ESG ratings.
Key features of ESG Advanced
• More business involvement1 and ESG controversy screens2 than the funds listed under 'Balance ESG'.
• Selects higher ESG-rated companies (BBB or above).5
• Seek to reduce carbon intensity for equity ETFs compared to broad equity indices.4
Why should you care?
These ETFs can be used by investors seeking exposure to companies with higher ESG ratings.
What are these ETFs?
ETFs with improved sustainability uplift that target specific climate focus areas.
Key features
• ETFs that target a particular climate focus, such as carbon transition readiness or a Paris-aligned approach.
• May include business involvement screens.8
Why should you care?
These ETFs can be used by investors seeking climate building block exposures within a portfolio.