SDGAImpact Shares Sustainable Development Goals Global Equity ETF
SDGA Fund Description
SDGA tracks an index of global stocks that rank highly for societal development and ESG metrics.
SDGA Factset Analytics Insight
SDGA assesses the universe of global large- and midcap stocks according to social investment criteria developed by the UN Capital Development Fund. These 32 metrics — dealing with company policies and practices regarding business ethics, employment practices, contractor & supply chain monitoring, community involvement, and financial inclusion — are used to create a societal development score for each eligible firm. In addition, firms must have a minimum amount of business exposure to UN-designated Least Developed Countries. SDGA excludes companies involved in serious business controversies or certain controversial industries, or that do not meet a minimum ESG score. The fund’s index uses an optimizer to select 200 stocks that rank highly for the societal development score.
SDGA MSCI ESG Analytics Insight
Impact Shares Sustainable Development Goals Global Equity ETF has an MSCI ESG Fund Rating of AA based on a score of 7.65 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. Impact Shares Sustainable Development Goals Global Equity ETF ranks in the 85th percentile within its peer group and in the 84th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SDGA 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.
SDGA Summary Data
SDGA Portfolio Data
SDGA Index Data
SDGA Portfolio Management
SDGA Tax Exposures
SDGA Fund Structure
SDGA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SDGA. SDGA is rated a 4 out of 5.
SDGA Sector/Industry Breakdown
SDGA Economic Development
SDGA Performance Statistics
SDGA MSCI ESG Ratings
SDGA Benchmark Comparison Summary
SDGA Benchmark Comparison Market Cap Size