Globalance World

3.0°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

13.2%

Return YTD

3.3°C

Warming Potential

56

Total Footprint

66%

Megatrend Exposure

15.5%

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%

SPI

3.3°C

Warming Potential

3.3°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
34%
moderate:
48%
low:
18%

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%
SPI
 
Asset Name
Warming Potential
% of portfolio
V-ZUG Holding AG1.3°C0.0%
Landis+Gyr Group AG1.3°C0.1%
SoftwareONE Holding Ltd.1.3°C0.2%
Tecan Group AG1.3°C0.3%
ams AG1.3°C0.4%

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%
SPI
 
Asset Name
Warming Potential
% of portfolio
Luzerner Kantonalbank AG9.7°C0.1%
St.Galler Kantonalbank AG9.7°C0.1%
Valiant Holding AG9.7°C0.1%
Banque Cantonale Vaudoise9.3°C0.2%
Vaudoise Assurances Holding SA9.3°C0.0%