PSPInvesco Global Listed Private Equity ETF
PSP Fund Description
PSP tracks a modified market-cap weighted index of publicly listed private equity firms.
PSP Factset Analytics Insight
PSP is passively managed to hold 40 to 75 securities in the private equity space that includes business development companies, alternative asset managers, master limited partnerships, and other similar vehicles that are listed on any nationally recognized exchange across the globe. The fund adjusts its market capitalization weighting based on purity scores. The scores are based on how companies pursue a private equity business model (buying private companies, enhancing them over 7 to 10 years, and then selling them). Firms such as alternative asset managers, holding companies, and investment banks, which have limited direct ownership of private companies, would receive lower purity scores. The index reconstitutes and rebalances its portfolio quarterly.
PSP MSCI ESG Analytics Insight
Invesco Global Listed Private Equity ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.24 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. Invesco Global Listed Private Equity ETF ranks in the 30th percentile within its peer group and in the 21st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PSP 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.
PSP Portfolio Data
PSP Index Data
PSP Portfolio Management
PSP Tax Exposures
PSP Fund Structure
PSP Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PSP. PSP is rated a 4 out of 5.
PSP Economic Development
PSP Performance Statistics
PSP MSCI ESG Ratings
PSP Benchmark Comparison Summary
PSP Benchmark Comparison Market Cap Size