Globalance World

3.2°C

Warming Potential

57

Total Footprint

68%

Megatrend Exposure

-2.7%

Net Return YTD

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

-2.6%

Net Return YTD

SMI

3.2°C

Warming Potential

3.2°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
31%
moderate:
50%
low:
19%

Russell 3000

3.0°C

Warming Potential

3°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
21%
moderate:
50%
low:
29%

Top 5 Assets

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

SMI
 
Asset Name
Warming Potential
% of portfolio
Sika AG1.3°C3.6%
ABB Ltd.1.3°C4.0%
Zurich Insurance Group Ltd1.5°C4.9%
Swiss Life Holding AG1.5°C1.3%
Swiss Re AG1.5°C2.1%
Russell 3000
 
Asset Name
Warming Potential
% of portfolio
Xylem Inc.1.3°C0.1%
VMware, Inc. Class A1.3°C0.1%
Universal Display Corporation1.3°C0.0%
Synopsys, Inc.1.3°C0.1%
Synaptics Incorporated1.3°C0.0%

Bottom 5 Assets

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

SMI
 
Asset Name
Warming Potential
% of portfolio
Lonza Group AG5.9°C4.2%
Nestle S.A.5.2°C18.8%
Compagnie Financiere Richemont SA4.4°C5.1%
Logitech International S.A.3.9°C1.0%
Holcim Ltd3.7°C2.1%
Russell 3000
 
Asset Name
Warming Potential
% of portfolio
Cheniere Energy, Inc.10.0°C0.1%
Cleveland-Cliffs Inc10.0°C0.0%
EQT Corporation10.0°C0.0%
ONEOK, Inc.10.0°C0.1%
Ovintiv Inc10.0°C0.0%