Ossiam ESG Low Carbon Shiller Barclays CAPE US Sector

ETF description

This ETF gives investors a way to track the performance of companies involved in renewable energy. By holding this ETF, investors are essentially spreading their money across a wide range of companies that are developing or using renewable technologies, without having to buy individual stocks in these companies.

This ETF may appeal to investors who are interested in the growing field of renewable energy and want to focus on sustainability. It could also be suitable for those who believe in the long‑term potential of clean energy as a major source of power and a significant part of the global economy.

Issuer details

Ossiam is a specialist asset management firm and an affiliate of Natixis Investment Managers, known for their smart beta and quantitative investment strategies. With over $5 billion in assets under management as of June 2024, Ossiam offers a range of specialized and innovative ETFs, focusing on smart beta and ESG (Environmental, Social, Governance) strategies. Founded in 2010, Ossiam has established itself as a leader in the field of thematic and sustainable investing, leveraging quantitative techniques to enhance portfolio performance and manage risk. Notable ETFs include the Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF and the Ossiam ESG Low Carbon Shiller Barclays CAPE® Europe Sector ETF, showcasing its commitment to providing investors with advanced, research‑driven investment solutions.

Index details

The Shiller Barclays CAPE US Sector Value index selects securities from the S&P 500 the five sectors with the lowest relative CAPE (Cyclically Adjusted Price Earnings), it aims to mirror the performance of an index that focuses on businesses in the clean energy sector, such as those involved in solar, wind, or other forms of sustainable power.