Globalance World

3.0°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

13.2%

Return YTD

3.8°C

Warming Potential

58

Total Footprint

58%

Megatrend Exposure

4.9%

Return YTD

S&P 500

3.0°C

Warming Potential

3°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
22%
moderate:
51%
low:
27%

Hang Seng Index

3.8°C

Warming Potential

3.8°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
43%
moderate:
38%
low:
19%

Top 5 Assets

These are the assets with the lowest climate score in each of the two portfolios

S&P 500
 
Asset Name
Warming Potential
% of portfolio
Jacobs Engineering Group Inc.1.3°C0.1%
Monolithic Power Systems, Inc.1.3°C0.1%
Xylem Inc.1.3°C0.1%
Edison International1.3°C0.1%
Enphase Energy, Inc.1.3°C0.1%
Hang Seng Index
 
Asset Name
Warming Potential
% of portfolio
AAC Technologies Holdings Inc.1.3°C0.3%
MTR Corporation Limited1.3°C0.6%
AIA Group Limited1.5°C9.9%
China Life Insurance Co. Ltd. Class H1.5°C1.1%
Ping An Insurance (Group) Company of China, Ltd. Class H1.7°C4.7%

Bottom 5 Assets

These are the assets with the highest climate score in each of the two portfolios

S&P 500
 
Asset Name
Warming Potential
% of portfolio
Williams Companies, Inc.10.0°C0.1%
ONEOK, Inc.10.0°C0.1%
CenterPoint Energy, Inc.10.0°C0.0%
Hess Corporation10.0°C0.1%
Marathon Oil Corporation9.7°C0.0%
Hang Seng Index
 
Asset Name
Warming Potential
% of portfolio
Geely Automobile Holdings Limited9.3°C1.5%
Industrial and Commercial Bank of China Limited Class H8.3°C3.2%
CLP Holdings Limited8.1°C1.3%
PetroChina Company Limited Class H8.1°C0.4%
CK Hutchison Holdings Ltd7.6°C1.3%