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3 Reasons Passive is Becoming the #1 Choice for ESG

您是否应与积极的经理或索引基金一起执行您的可持续发展驱动策略?

Whether or not you use an active or indexed approach to pursuing your ESG investment goals probably depends on who you ask. But the evidence is strong that index funds might be the wise choice. Here’s one reason why that’s the case.Go here to learn two more reasons.

Better data means ESG indices match key sustainability goals

There are very few ESG investment objectives that can’t be achieved using the right indices built with the right data. One major biproduct of the trillions’ worth of money that’s flowed into passive funds over the past decades is the increased investment by index providers into the quality, innovation, and breadth of their range.

例如,占用MSCI。该公司聘用了185多家专用ESG分析师,为超过6,500家公司提供ESG评级,并运行超过1,000个股权和固定收入ESG指数。1With MSCI’s 40 years of experience collecting, scrubbing, and standardising ESG data, even active managers rely on their data to create sustainable strategies.

Learn two more reasons why passive is becoming the top choice for ESG.

由于数据质量的改进,目前可用的指标反映了各种ESG策略:从负筛选或排除,实施特定价值观,基于全球ESG评级或碳评级的选择,以及与联合国可持续发展目标的对齐。所有这些各种目标都可以在索引中编写编码。

Some ESG benchmarks can be used as portfolio cores, and can easily substitute traditional market-capitalisation weighted indices, with limited tracking error. Others are more values-oriented or based on sustainability themes, and are therefore used as diversifiers, whenever implementing those convictions justifies a higher tracking error.

总体而言,更好的指数意味着在一致,有针对性的,基于规则的方式中可持续投资的更好方法 - 对ESG投资者寻求持久的积极变革的重要考虑。

Ready to embrace ESG? Check out these ETFs.



1Source: MSCI ESG Research as of November 2018. Includes full time employees and allocated staff performing non-investment advisory tasks.

FOR PROFESSIONAL CLIENTS ONLY. CAPITAL AT RISK.

重要信息

本文档是为独家使用投资者对自己账户的投资者,并在金融工具指令2014/65 /欧盟的市场意义上分类为“符合条件的交易对手”或“职业客户”。这些产品符合UCITS指令(2009/65 / EC)。SociétéGénérale和Lyxor International Asset Management(Liam)建议投资者仔细阅读产品文件(招股说明书和KIID)的“投资风险”部分。招股说明书和KIID在www.lyxoretf.com上免费提供,并要求客户端--services-etf@lyxor.com。

Except for the United-Kingdom, where this communication is issued in the UK by Lyxor Asset Management UK LLP, which is authorized and regulated by the Financial Conduct Authority in the UK under Registration Number 435658, this communication is issued by Lyxor International Asset Management (LIAM), a French management company authorized by the Autorité des marchés financiers and placed under the regulations of the UCITS (2014/91/EU) and AIFM (2011/61/EU) Directives. Société Générale is a French credit institution (bank) authorised by the Autorité de contrôle prudentiel et de résolution (the French Prudential Control Authority).

The products mentioned are the object of market-making contracts, the purpose of which is to ensure the liquidity of the products on the London Stock Exchange, assuming normal market conditions and normally functioning computer systems. Units of a specific UCITS ETF managed by an asset manager and purchased on the secondary market cannot usually be sold directly back to the asset manager itself. Investors must buy and sell units on a secondary market with the assistance of an intermediary (e.g. a stockbroker) and may incur fees for doing so. In addition, investors may pay more than the current net asset value when buying units and may receive less than the current net asset value when selling them. Updated composition of the product’s investment portfolio is available on www.lyxoretf.com. In addition, the indicative net asset value is published on the Reuters and Bloomberg pages of the product, and might also be mentioned on the websites of the stock exchanges where the product is listed.

Prior to investing in the product, investors should seek independent financial, tax, accounting and legal advice. It is each investor’s responsibility to ascertain that it is authorised to subscribe, or invest into this product. This document is of a commercial nature and not of a regulatory nature. This material is of a commercial nature and not a regulatory nature. This document does not constitute an offer, or an invitation to make an offer, from Société Générale, Lyxor Asset Management (together with its affiliates, Lyxor AM) or any of their respective subsidiaries to purchase or sell the product referred to herein.


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