We believe climate change is one of the biggest risks in investment portfolios today. In our view, these risks impact a vast number of segments and industries — not just the obvious polluters. But we believe with climate risk also comes tremendous investment opportunity, as the economy reworks against the impact of climate change.
We have developed a range of highly effective solutions to help investors who seek to make a material improvement to their carbon profile, while benefiting from our state-of-the art indexing portfolio management approach which balances diversification, turnover and tracking error objectives.
For investors seeking to align portfolios with the Paris Agreement goals and the transition to a low-carbon economy, we offer a variety of options.
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The returns on a portfolio of securities which exclude companies that do not meet the portfolio’s specified sustainable investment criteria may trail the returns on a portfolio of securities which include such companies. A portfolio’s sustainable investment criteria may result in the portfolio investing in industry sectors or securities which underperform the market as a whole.
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Investing in foreign domiciled securities may involve risk of capital loss from unfavorable fluctuation in currency values, withholding taxes, from differences in generally accepted accounting principles or from economic or political instability in other nations.
Investments in emerging or developing markets may be more volatile and less liquid than investing in developed markets and may involve exposure to economic structures that are generally less diverse and mature and to political systems which have less stability than those of more developed countries.
Bonds generally present less short-term risk and volatility than stocks, but contain interest rate risk (as interest rates raise, bond prices usually fall); issuer default risk; issuer credit risk; liquidity risk; and inflation risk. These effects are usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.
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