Globalance World

2.8°C

Warming Potential

56

Total Footprint

58%

Megatrend Exposure

16.8%

Return YTD

4.0°C

Warming Potential

41

Total Footprint

40%

Megatrend Exposure

3.9%

Return YTD

Dow Jones Indust A

2.8°C

Warming Potential

2.8°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
9%
moderate:
62%
low:
29%

Shanghai Composite Index

4.0°C

Warming Potential

4°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
39%
moderate:
41%
low:
20%

Top 5 Assets

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

Dow Jones Indust A
 
Asset Name
Warming Potential
% of portfolio
Intel Corporation1.3°C1.0%
salesforce.com, inc.1.3°C4.1%
Travelers Companies, Inc.1.5°C3.1%
UnitedHealth Group Incorporated1.7°C7.9%
American Express Company1.8°C3.0%
Shanghai Composite Index
 
Asset Name
Warming Potential
% of portfolio
Beijing Capital Eco-Environment Protection Group Co.,Ltd. Class A1.3°C0.2%
NARI Technology Co., Ltd. Class A1.3°C0.3%
Zhejiang Chint Electrics Co., Ltd Class A1.3°C0.3%
Hengtong Optic-Electric Co., Ltd. Class A1.3°C0.3%
Sichuan Chuantou Energy Co., Ltd. Class A1.3°C0.3%

Bottom 5 Assets

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

Dow Jones Indust A
 
Asset Name
Warming Potential
% of portfolio
Chevron Corporation7.1°C2.1%
Dow, Inc.6.9°C1.3%
Caterpillar Inc.6.8°C4.6%
Coca-Cola Company3.6°C1.1%
NIKE, Inc. Class B3.5°C2.6%
Shanghai Composite Index
 
Asset Name
Warming Potential
% of portfolio
Yanzhou Coal Mining Co. Ltd. Class A9.9°C0.3%
HUAYU Automotive Systems Company Limited Class A9.6°C0.4%
China Shenhua Energy Co. Ltd. Class A9.5°C1.2%
Inner Mongolia MengDian HuaNeng Thermal Power Corporation Limited Class A9.1°C0.2%
Hengli Petrochemical Co., Ltd. Class A9.0°C0.6%