For further details regarding MSCI's methodology, see footnote 2 at the bottom of the page. This allows for comparisons between funds of different sizes. This figure represents the estimated greenhouse gas emissions per $1 million in sales across the fund’s holdings. The MSCI Weighted Average Carbon Intensity measures a fund's exposure to carbon intensive companies. MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES) For further details regarding MSCI’s methodology, see footnote 1 at the bottom of the page. Percentage of a fund's holdings that have MSCI ESG ratings data. For further details regarding MSCI's methodology, see footnote 1 at the bottom of the page. MSCI rates underlying holdings according to their exposure to industry specific ESG risks and their ability to manage those risks relative to peers. The Score also considers ESG Rating trend of holdings and the fund exposure to holdings in the laggard category. The MSCI ESG Quality Score (0 - 10) for funds is calculated using the weighted average of the ESG scores of fund holdings. The number of funds from the relevant Lipper Global Classification peer group that are also in ESG coverage. The fund peer group as defined by the Lipper Global Classification. The fund’s ESG percentile compared to its Lipper peer group.
The ESG Ratings range from leader (AAA, AA), average (A, BBB, BB) to laggard (B, CCC). The MSCI ESG Rating is calculated as a direct mapping of ESG Quality Scores to letter rating categories (e.g. For newly launched funds, sustainability characteristics are typically available 6 months after launch. Here is a list of our partners.To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. Our partners cannot pay us to guarantee favorable reviews of their products or services. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. So how do we make money? Our partners compensate us. And while our site doesn’t feature every company or financial product available on the market, we’re proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward - and free. We believe everyone should be able to make financial decisions with confidence. Our estimates are based on past market performance, and past performance is not a guarantee of future performance. Examples are hypothetical, and we encourage you to seek personalized advice from qualified professionals regarding specific investment issues.
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