Sustainable investing – get ahead of client demand

Sustainable investing – get ahead of client demand

According to Morningstar, 72% of U.S. investors have expressed interest in sustainable investing1. Introduce it to your clients before somebody else does.
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What is sustainable investing?

It combines traditional security analysis with environmental, social and governance (ESG) insights.

  • Environmental – Climate change, pollution & waste, clean tech
  • Social – Product liability, data privacy, health & safety
  • Governance – Ethics, accounting practices, ownership & control

     

Investing sustainably has not come at the cost of performance
ESGU has delivered competitive performance since inception* with a correlation of 1.00 to the S&P 500, so you can use it in the core of your portfolio.
Investing sustainably doesn’t come at the cost of performance

*Morningstar, as of 6/30/2020. Annualized NAV returns shown. Correlation time period is since ESGU's inception, using daily returns. The MSCI USA Index is the parent index of the index that ESGU seeks to track. The S&P 500 index is a commonly followed, broad market index. There may be material differences between the fund's index and the index shown including without limitation index provider, holdings, methodology and performance.

Index performance is for illustrative purposes only. Index performance does not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Performance data represents past performance and does not guarantee future results. Investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. Click on the fund name above for most recent month-end performance, standardized performance, and the fund's index performance.

Sustainable building blocks for your portfolio

Performance data represents past performance and does not guarantee future results. Investment return and principal value will fluctuate with market conditions and may be lower or higher when you sell your shares. Current performance may differ from the performance shown. Click on the fund name above for most recent month-end performance, standardized performance and definitions of the data points shown.

      

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