Compare Portfolios
vs
3.0°C
Warming Potential
58
Total Footprint
69%
Megatrend Exposure
-2.6%
Net Return YTD
4.3°C
Warming Potential
41
Total Footprint
37%
Megatrend Exposure
-3.3%
Net Return YTD
Russell 3000
3.0°C
Warming Potential
Portfolio Warming Potential
Data source: Globalance and MSCI ESG
- high:
- 21%
- moderate:
- 50%
- low:
- 29%
Shanghai Composite Index
4.3°C
Warming Potential
Portfolio Warming Potential
Data source: Globalance and MSCI ESG
- high:
- 43%
- moderate:
- 42%
- low:
- 15%
Top 5 Assets
These are the assets with the lowest climate score in each of the two portfolios
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Xylem Inc. | 1.3°C | 0.1% | |
| VMware, Inc. Class A | 1.3°C | 0.1% | |
| Universal Display Corporation | 1.3°C | 0.0% | |
| Synopsys, Inc. | 1.3°C | 0.1% | |
| Synaptics Incorporated | 1.3°C | 0.0% |
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Zhejiang Chint Electrics Co., Ltd Class A | 1.3°C | 0.3% | |
| NARI Technology Co., Ltd. Class A | 1.3°C | 0.3% | |
| Hengtong Optic-Electric Co., Ltd. Class A | 1.3°C | 0.2% | |
| Beijing Capital Eco-Environment Protection Group Co.,Ltd. Class A | 1.3°C | 0.2% | |
| Sichuan Chuantou Energy Co., Ltd. Class A | 1.3°C | 0.4% |
Bottom 5 Assets
These are the assets with the highest climate score in each of the two portfolios
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Cheniere Energy, Inc. | 10.0°C | 0.1% | |
| Cleveland-Cliffs Inc | 10.0°C | 0.0% | |
| EQT Corporation | 10.0°C | 0.0% | |
| ONEOK, Inc. | 10.0°C | 0.1% | |
| Ovintiv Inc | 10.0°C | 0.0% |
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Yankuang Energy Group Company Limited Class A | 9.9°C | 0.5% | |
| HUAYU Automotive Systems Company Limited Class A | 9.6°C | 0.4% | |
| China Shenhua Energy Co. Ltd. Class A | 9.5°C | 1.4% | |
| Inner Mongolia MengDian HuaNeng Thermal Power Corporation Limited Class A | 9.1°C | 0.2% | |
| Hengli Petrochemical Co., Ltd. Class A | 9.0°C | 1.0% |