UPLIFT
Commitment to investments with improved environmental, social and/or governance characteristics versus a stated universe or benchmark.
MORE WAYS TO INVEST SUSTAINABLY
We provide a broad range of sustainable ETFs to seek to meet demand and provide client choice in line with their specific investment goals and objectives.
SCREENED
Constrain investments by avoiding issuers or business activities with certain environmental, social and/or governance characteristics.
What are these ETFs?
ETFs designed for investors seeking to reduce exposure to certain areas while maintaining exposure to flagship S&P indexes.
Key features
• 6 business involvement screens1
• ESG controversy screens.2
Why should you care?
These ETFs offer a cost-efficient way to build a sustainable equity portfolio.
ESG SCREENED ETFs
BALANCE ESG
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
ESG AWARE
ESG SCREENED
REAL ESTATE
ESG MIN VOL
PRIORITIZE ESG
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.
ESG ADVANCED
OTHER APPROACHES
TARGET CLIMATE
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.
CARBON TRANSITION READINESS
CLIMATE CONSCIOUS
LOW CARBON TARGET
PARIS-ALIGNED
THEMATIC
Targeted investments in issuers whose business models may not only benefit from but also may drive long-term sustainability outcomes.
What are these ETFs?
ETFs designed to provide targeted exposure to sustainable themes.
Key features
• Unconstrained from a traditional country or sector benchmark.
• May include business involvement screens or ESG rating constraints.
Why should you care?
These ETFs offer investors a way to express a view on sustainable themes.
THEMATIC ETFs
IMPACT
Commitment to generating positive, measurable, and additional sustainability outcomes.
What is this ETF?
Seeks to generate a measurable sustainable outcome alongside a financial return.
Key feature
• Provides access to U.S. dollar-denominated, investment-grade green bonds issued to fund projects with direct environmental benefits.
Why should you care?
Can be used by investors looking to drive measurable change.
IMPACT ETF
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