LDEMiShares ESG MSCI EM Leaders ETF
LDEM Fund Description
LDEM tracks a tier-weighted index composed of large- and midcap emerging-market stocks with high environmental, social, and governance traits relative to their sector peers.
LDEM Factset Analytics Insight
LDEM provides broad exposure to large- and midcap emerging-market firms with favorable ESG characteristics. Selection for the portfolio begins with the components of the MSCI Emerging Markets Index. The fund then excludes securities of companies involved in the business of alcohol, tobacco, gambling, nuclear power and weapons, producers and major retailers of civilian firearms, based on revenue thresholds. Companies that make the cut receive an ESG score based on relevant ESG criteria for their sector. Within each sector, the index selects the highest ESG-rated stocks and weights them by market-cap, until the accrued market-cap reflects 50% of the parent index sector, with single security caps of 5%. This effectively screens out ESG laggards. The Index is reviewed annually in May.
LDEM MSCI ESG Analytics Insight
iShares ESG MSCI EM Leaders ETF has an MSCI ESG Fund Rating of AA based on a score of 7.89 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. iShares ESG MSCI EM Leaders ETF ranks in the 72nd percentile within its peer group and in the 94th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LDEM 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.
LDEM Summary Data
LDEM Portfolio Data
LDEM Index Data
LDEM Portfolio Management
LDEM Tax Exposures
LDEM Fund Structure
LDEM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LDEM. LDEM is rated a 4 out of 5.
LDEM Sector/Industry Breakdown
LDEM Top 10 Holdings[View All]
LDEM Economic Development
LDEM Performance Statistics
LDEM MSCI ESG Ratings
LDEM Benchmark Comparison Summary
LDEM Benchmark Comparison Market Cap Size