2019/12

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Exchange traded funds and other strategies that revolve around Economic, Social and Governance, or ESG, principles have been quickly gaining traction as investors and advisors incorporate the qualitative benefits of ESG investments into their portfolios.
www.etftrends.com

FactSet によると、2016年の6月30日までの MSCI EAFE ESG Index は MSCI EAFE Index を1%以上アウトパフォームしたとのこと。

iShares MSCI USA ESG Select Social Index Fund (KLD)
iShares MSCI KLD 400 Social ETF (DSI)

SPDR MSCI ACWI Low Carbon Target ETF (LOWC)
iShares MSCI ACWI Low Carbon Target ETF (CRBN)

iShares MSCI EAFE ESG Select ETF (ESGD)
iShares MSCI EM ESG Select ETF (ESGE)

Global X Conscious Companies ETF (KRMA)

FlexShares STOXX US ESG Impact Index Fund (ESG)
FlexShares STOXX Global ESG Impact Index Fund (ESGG)

ETF.com
Socially responsible investing, which is designed to address investors’ ethical and financial concerns, has gradually developed to include the consideration of firms’ environmental, social and governance (ESG) performance
www.etf.com


ちなみに、KLD と DSI は Vanguard 500 Index Fund (VFINX) をそれぞれ過去10年で0.57%、過去5年で0.65%アンダーパフォームしています。