Globalance World

2.8°C

Warming Potential

56

Total Footprint

58%

Megatrend Exposure

16.6%

Return YTD

3.1°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

15.9%

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%

SMI

3.1°C

Warming Potential

3.1°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
29%
moderate:
51%
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%
SMI
 
Asset Name
Warming Potential
% of portfolio
Sika AG1.3°C3.3%
ABB Ltd.1.3°C4.6%
Zurich Insurance Group Ltd1.5°C5.3%
Swiss Life Holding AG1.5°C1.4%
Swiss Re AG1.5°C2.4%

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%
SMI
 
Asset Name
Warming Potential
% of portfolio
Lonza Group AG5.9°C4.1%
Nestle S.A.5.2°C16.9%
Compagnie Financiere Richemont SA4.4°C4.4%
Swatch Group Ltd. Bearer4.3°C0.8%
Holcim Ltd3.7°C2.5%