Compare Portfolios
vs
1.6°C
Warming Potential
64
Total Footprint
95%
Megatrend Exposure
2.5%
Return YTD
2.8°C
Warming Potential
56
Total Footprint
58%
Megatrend Exposure
16.8%
Return YTD
Globalance Zukunftbeweger Fonds
1.6°C
Warming Potential
Portfolio Warming Potential
Data source: Globalance and MSCI ESG
- high:
- 1%
- moderate:
- 43%
- low:
- 56%
Dow Jones Indust A
2.8°C
Warming Potential
Portfolio Warming Potential
Data source: Globalance and MSCI ESG
- high:
- 9%
- moderate:
- 62%
- low:
- 29%
Top 5 Assets
These are the assets with the lowest climate score in each of the two portfolios
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Globalance Climate Offset | -9.9°C | 3.0% | |
| Nidec Corporation | 1.3°C | 1.4% | |
| Autodesk, Inc. | 1.3°C | 1.4% | |
| Universal Display Corporation | 1.3°C | 1.3% | |
| NVIDIA Corporation | 1.3°C | 1.4% |
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Intel Corporation | 1.3°C | 1.0% | |
| salesforce.com, inc. | 1.3°C | 4.1% | |
| Travelers Companies, Inc. | 1.5°C | 3.1% | |
| UnitedHealth Group Incorporated | 1.7°C | 7.9% | |
| American Express Company | 1.8°C | 3.0% |
Bottom 5 Assets
These are the assets with the highest climate score in each of the two portfolios
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Amazon.com, Inc. | 3.9°C | 1.4% | |
| Ain Holdings Inc. | 3.7°C | 1.4% | |
| Equinix, Inc. | 3.5°C | 1.4% | |
| Zur Rose Group AG | 3.3°C | 1.5% | |
| Kurita Water Industries Ltd. | 3.2°C | 1.3% |
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Chevron Corporation | 7.1°C | 2.1% | |
| Dow, Inc. | 6.9°C | 1.3% | |
| Caterpillar Inc. | 6.8°C | 4.6% | |
| Coca-Cola Company | 3.6°C | 1.1% | |
| NIKE, Inc. Class B | 3.5°C | 2.6% |