3.3°C

Warming Potential

57

Total Footprint

70%

Megatrend Exposure

2.6%

Return YTD

3.5°C

Warming Potential

54

Total Footprint

69%

Megatrend Exposure

-0.3%

Return YTD

S&P 500

3.3°C

Warming Potential

3.3°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
24%
moderate:
54%
low:
22%

SMI

3.5°C

Warming Potential

3.5°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
30%
moderate:
57%
low:
13%

Top 5 Companies

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

S&P 500
 
Asset Name
Warming Potential
% of portfolio
Republic Services, Inc.1.3°C0.1%
Rockwell Automation, Inc.1.3°C0.1%
KLA Corporation1.3°C0.1%
Waste Management, Inc.1.3°C0.2%
Aon Plc Class A1.3°C0.2%
SMI
 
Asset Name
Warming Potential
% of portfolio
Geberit AG1.3°C2.1%
Swiss Re AG1.4°C2.1%
Zurich Insurance Group Ltd1.7°C5.1%
Swisscom AG1.8°C1.3%
Swiss Life Holding AG1.8°C1.1%

Bottom 5 Companies

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

S&P 500
 
Asset Name
Warming Potential
% of portfolio
Weyerhaeuser Company9.9°C0.1%
Apache Corporation9.8°C0.0%
Marathon Oil Corporation9.6°C0.0%
LyondellBasell Industries NV9.4°C0.1%
Hess Corporation9.4°C0.0%
SMI
 
Asset Name
Warming Potential
% of portfolio
Nestle S.A.5.5°C18.3%
Lonza Group AG5.3°C4.6%
LafargeHolcim Ltd.4.8°C2.2%
Alcon, Inc.3.9°C2.8%
Swatch Group Ltd. Bearer3.6°C0.6%