A Sustainable Investment in Journalism

A sustainable business requires diverse revenue streams. ESG Investor now operates a subscription service as of Tuesday 14th May. To find out more please get in touch with our subscription team on subscriptions@esginvestor.net

Fund Solutions

UBS AM Unveils USA Dividend Aristocrats ESG Elite ETF

UBS Asset Management (AM) has launched a S&P USA Dividend Aristocrats ESG Elite UCITS ETF. UBS AM said the Article 8 compliant fund under the EU’s Sustainable Finance Disclosure Regulation was launched in response to client demand for products which “combine ESG and factor investing”. The new ETF tracks the S&P ESG Elite High Yield Dividend Aristocrats TRN Index, which is designed to replicate the performance of the dividend yield-weighted index for US companies that follow a managed-dividends policy of “consistently increasing” dividends every year for at least 20 years. The index is constructed to “meet specific ESG criteria” and screening out ESG laggards in the worst 25% in terms of S&P DJI ESG Score. It additionally excludes businesses involved with conventional and unconventional oil and gas, thermal coal, controversial weapons, and tobacco. “Thanks to its comprehensive set of exclusions, the new ETF enables investors to get an exposure with a considerably improved ESG profile as compared to the parent benchmark”, UBS AM said. 

The practical information hub for asset owners looking to invest successfully and sustainably for the long term. As best practice evolves, we will share the news, insights and data to guide asset owners on their individual journey to ESG integration.

Copyright © 2024 ESG Investor Ltd. Company No. 12893343. ESG Investor Ltd, Fox Court, 14 Grays Inn Road, London, WC1X 8HN

To Top