UBS MSCI Emerging Markets Socially Responsible

ETF description

This ETF provides exposure to companies in emerging markets that meet specific environmental, social, and governance (ESG) criteria. The companies included are those that are considered to operate responsibly in areas such as climate impact, corporate governance, and ethical business practices. By focusing on businesses from a wide range of developing economies, this ETF gives investors the opportunity to participate in the growth of markets such as Asia, Latin America, and Africa, while also considering sustainability factors.

This ETF may appeal to investors who are interested in aligning their investments with socially responsible values while gaining exposure to the potential growth of emerging markets. It could be suitable for individuals looking to diversify their portfolios geographically and those who wish to prioritize investments in companies with strong ESG practices.

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 MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped Total Return Net Index is a free float‑adjusted market capitalization index with a weighting cap of 5 percent. The index excludes companies that are inconsistent with specific values based criteria such as religious beliefs, moral standards or ethical views, and targets companies with high ESG ratings relative to their sector peers. The ESG rating is generated by MSCI and is based on an analysis of each company’s management of its environmental, social and governance (ESG) performance.