NZUS SPDR MSCI USA Climate Paris Aligned ETF
What is NZUS?
NZUS tracks a tier-weighted index of large- and mid-cap US stocks selected and weighted based on ESG criteria that are compatible with the Paris Climate Agreement and carbon reduction goals.
NZUS Factset Analytics Insight
NZUS takes a climate approach to investing in the US large- and mid-cap space by tracking an index geared toward a low-carbon economy transition. The index initially screens out stocks from the MSCI USA Index, that are involved in controversial weapons, tobacco, thermal coal mining, oil and gas, and power generation, as well as severe ESG controversies and environmental issues. The portfolio selection and weighting utilize an optimization process that minimizes exposure to physical and transition risks of climate change while providing exposure to sustainable investment opportunities. Optimization constraints include greenhouse gas intensity reduction, low carbon transition score, climate value-at-risk, green revenue, and fossil fuels-based revenue. The index also uses an optimizer to maintain the sector weighting in the parent index. NZUS uses a sampling strategy to track its index, which is rebalanced semi-annually.
NZUS Summary Data
Peers
Fund Flows
NZUS Portfolio Data
NZUS Index Data
NZUS Portfolio Management
NZUS Tax Exposures
NZUS Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of NZUS. NZUS is rated a 4 out of 5.
NZUS Tradability
NZUS Sector/Industry Breakdown
Benchmark
NZUS Top 10 Holdings
NZUS Performance Statistics
NZUS Countries
Benchmark
NZUS Regions
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NZUS Economic Development
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NZUS Benchmark Comparison Summary
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NZUS Benchmark Comparison Market Cap Size
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Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.