Globalance World

3.2°C

Warming Potential

57

Total Footprint

68%

Megatrend Exposure

-7.7%

Net Return YTD

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

-13.3%

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%

Dow Jones Indust A

2.7°C

Warming Potential

2.7°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
8%
moderate:
61%
low:
31%

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%
Dow Jones Indust A
 
Asset Name
Warming Potential
% of portfolio
Salesforce, Inc.1.3°C5.6%
Intel Corporation1.3°C0.9%
Travelers Companies, Inc.1.5°C2.9%
UnitedHealth Group Incorporated1.7°C8.4%
American Express Company1.8°C3.3%

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%
Dow Jones Indust A
 
Asset Name
Warming Potential
% of portfolio
Chevron Corporation7.1°C2.1%
Dow, Inc.6.9°C1.1%
Caterpillar Inc.6.8°C3.8%
Coca-Cola Company3.6°C1.0%
NIKE, Inc. Class B3.5°C3.2%