ESGFlexShares STOXX U.S. ESG Select Index Fund
ESG Fund Description
ESG follows a principles-based index composed of US-listed companies that exhibit environmental, social, and corporate governance (ESG) characteristics.
ESG Factset Analytics Insight
ESG follows an index designed to provide exposure to US-listed companies that exhibit several specific environmental, social, and corporate governance attributes. These factors include low emissions, percentage of independent board members, percentage of women board members, policies against child labor, and non-use of golden parachute agreements. Disqualifying characteristics include non-adherence to UN Global compact principles, involvement in controversial weapons, or coal mining. All qualifying constituents are weighted based on an aggregated “ESG score” derived from the factors mentioned above. Constituents are reconstituted quarterly, subject to a 5% cap. Prior to June 1, 2021, the fund was named FlexShares STOXX US ESG Impact Index Fund and tracked the STOXX USA ESG Impact Index.
ESG MSCI ESG Analytics Insight
FlexShares STOXX U.S. ESG Select Index Fund has an MSCI ESG Fund Rating of A based on a score of 5.98 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. FlexShares STOXX U.S. ESG Select Index Fund ranks in the 41st percentile within its peer group and in the 28th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ESG MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
ESG Summary Data
ESG Portfolio Data
ESG Index Data
ESG Portfolio Management
ESG Tax Exposures
ESG Fund Structure
ESG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ESG. ESG is rated a 5 out of 5.
ESG Sector/Industry Breakdown
ESG Economic Development
ESG Performance Statistics
ESG MSCI ESG Ratings
ESG Benchmark Comparison Summary
ESG Benchmark Comparison Market Cap Size