Compare Portfolios
vs
3.0°C
Warming Potential
58
Total Footprint
68%
Megatrend Exposure
13.2%
Return YTD
4.2°C
Warming Potential
41
Total Footprint
39%
Megatrend Exposure
1.5%
Return YTD
S&P 500
3.0°C
Warming Potential
Portfolio Warming Potential
Data source: Globalance and MSCI ESG
- high:
- 22%
- moderate:
- 51%
- low:
- 27%
Shanghai Composite Index
4.2°C
Warming Potential
Portfolio Warming Potential
Data source: Globalance and MSCI ESG
- high:
- 49%
- moderate:
- 32%
- low:
- 19%
Top 5 Assets
These are the assets with the lowest climate score in each of the two portfolios
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Jacobs Engineering Group Inc. | 1.3°C | 0.1% | |
| Monolithic Power Systems, Inc. | 1.3°C | 0.1% | |
| Xylem Inc. | 1.3°C | 0.1% | |
| Edison International | 1.3°C | 0.1% | |
| Enphase Energy, Inc. | 1.3°C | 0.1% |
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Beijing Capital Co., Ltd. Class A | 1.3°C | 0.2% | |
| NARI Technology Co., Ltd. Class A | 1.3°C | 0.3% | |
| Zhejiang Chint Electrics Co., Ltd Class A | 1.3°C | 0.3% | |
| Hengtong Optic-Electric Co., Ltd. Class A | 1.3°C | 0.3% | |
| Sichuan Chuantou Energy Co., Ltd. Class A | 1.3°C | 0.3% |
Bottom 5 Assets
These are the assets with the highest climate score in each of the two portfolios
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Williams Companies, Inc. | 10.0°C | 0.1% | |
| ONEOK, Inc. | 10.0°C | 0.1% | |
| CenterPoint Energy, Inc. | 10.0°C | 0.0% | |
| Hess Corporation | 10.0°C | 0.1% | |
| Marathon Oil Corporation | 9.7°C | 0.0% |
Asset Name | Warming Potential | % of portfolio | |
|---|---|---|---|
| Yanzhou Coal Mining Co. Ltd. Class A | 9.9°C | 0.3% | |
| HUAYU Automotive Systems Company Limited Class A | 9.6°C | 0.4% | |
| China Shenhua Energy Co. Ltd. Class A | 9.5°C | 1.2% | |
| Inner Mongolia MengDian HuaNeng Thermal Power Corporation Limited Class A | 9.1°C | 0.2% | |
| Hengli Petrochemical Co., Ltd. Class A | 9.0°C | 0.6% |