UBS successfull in promoting SRI and ESG ETF with low TER (costs) – Turnover in SRI ETF growing strongly

UBS is currently quite successfull in promoting SRI and ESG ETF, so Socially Responsible Investments, when taking a data driven evidence approach. During my checking of the most traded ETF in Switzerland the ACWI SRI fund has been popping up more often, and with higher turnover in the last 30 days.

About this successfull UBS fund:

„The MSCI ACWI SRI Low Carbon Select 5% Issuer Capped index tracks companies from developed and emerging markets worldwide. The index only considers companies with high Environmental, Social and Governance (ESG) ratings relative to their sector peers, to ensure the inclusion of the best of class companies from an ESG perspective. Companies that generate significant portions of their revenues in non-sustainable activities are excluded. The weight of each company is capped to 5%.“

A reminder: Socially responsible investing is the practice of investing money in companies and funds that have positive social impacts.

Again: Look at the specific make-up of this fund to decide for yourself, whether this funds holdings match your expectations regarding SRI and ESG. The pricing is definitely attractive (TER under 0.3%).

PS: All the data except the image with the fund holdings is generated with Python scripts, using SIX Swiss Exchange data. I run the Python scripts with prop algorithms on a daily basis.

#socially #responsible #investing #investments #emergingmarkets #sustainable #data #environmental #social #governance #greenwashing #ubs #ubsetf #awsria #msci #allworld #Python #CFDS #financialdatascience

Questions or feedback?

Feel free to connect on LinkedIn (Max Zuberbühler, CIIA, CFDS), write to me at contact@zuberbuehler-associates.ch or add a comment.

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