UBS Bloomberg Barclays MSCI Liquid Corporate Sustainable

ETF description

This ETF provides investors with access to corporate bonds from U.S. companies that meet certain sustainability standards. This ETF focuses on bonds that come from large, financially stable companies in the U.S., while also considering factors like the company’s environmental, social, and governance (ESG) practices.

This ETF may appeal to investors who are looking for an income‑generating investment, as bonds typically pay regular interest. It could also be attractive to those who want to support companies that are committed to sustainability, or who want to align their investments with their personal values.

Issuer details

UBS Asset Management is a leading global asset management firm and a subsidiary of UBS Group AG, managing over $1.2 trillion in assets as of June 2024. UBS offers a range of investment products covering various market segments. Founded in 1862, UBS Asset Management has a strong focus on sustainable investing and leverages its global reach with local expertise to provide innovative and client‑focused investment strategies. Notable ETFs in their lineup include the UBS MSCI ACWI SF UCITS ETF and the UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF, demonstrating UBS’s commitment to offering diverse and sustainable investment options to meet the evolving needs of investors.

Index details

The Bloomberg MSCI US Liquid Corporates Sustainable index contains fixedrate, investment grade, taxable, USD‑denominated securities, issued by US companies with an MSCI ESG rating of BBB or higher. It includes publicly issued securities from industrial, utility, financial companies that meet specific, strict requirements. Securities issued by corporations with inconsistent socially responsible investing criteria are excluded.