Core US exposure, with ESG criteria
- 11 mins 15 secs
Chris Mellor, Head of ETF Equity and Commodity Product Management, Invesco
Jaspreet Duhra, Senior Director, ESG Indices, S&P Dow Jones Indices
ETFs that incorporate environmental, social, and governance (“ESG”) criteria are one of the fastest growing segments so far this year1. In this video, Chris and Jaspreet discuss the key drivers for increasing demand in ESG investing, how the S&P 500 ESG index is constructed, and our Invesco S&P 500 ESG UCITS ETF.
1 Source: Bloomberg, Invesco, as at 20 April 2020. 21% growth in net new assets in European ESG ETFs YTD to 20 April 2020.
Investment strategies involve numerous risks. Investors should note that the price of your investment may go down as well as up. As a result you may not get back the amount of capital you invest.
The value of investments, and any income from them, will fluctuate. This may partly be the result of changes in exchange rates. Investors may not get back the full amount invested.
Use of derivatives for index tracking
This fund enters into swap agreements which provide the performance of the Reference Index. These imply a range of risks including the possibility of an adjustment to, or even the early termination of, the swap agreement.
This fund enters into transactions which expose it to the risk of bankruptcy, or other types of default, by the counterparties to those transactions.
Environmental, social and governance
The Fund intends to invest in securities of issuers that manage their ESG exposures better relative to their peers. This may affect the Fund’s exposure to certain issuers and cause the Fund to forgo certain investment opportunities. The Fund may perform differently to other funds, including underperforming other funds that do not seek to invest in securities of issuers based on their ESG ratings.
The value of equities and equity-related securities can be affected by a number of factors including the activities and results of the issuer and general and regional economic and market conditions. This may result in fluctuations in the value of the Fund.
Data as at 23 April 2020, unless otherwise stated.
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