Integrating ESG Values into Core in Australia

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Integrating ESG Values into Core in Australia

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An increasing number of investors require indices that are aligned with their investment objectives and their personal or institutional values. The S&P/ASX 200 ESG Index was designed with both of these needs in mind.

With the S&P/ASX 200 ESG Index, investors are now able to move ESG from the periphery of their portfolios into the core. By providing a similar risk/return profile to that of the S&P/ASX 200, it has become easier and more attractive to allocate more to ESG than ever before. In addition, the S&P/ASX 200 ESG Index methodology is simple and accessible to everyone, particularly to those considering making their first ESG investment. By offering improved ESG characteristics without needing to make too many exclusions, the tracking error of the S&P/ASX 200 ESG Index to the S&P/ASX 200 can be kept low. This profile makes the S&P/ASX 200 ESG Index appealing to institutions, retail investors, and the financial advisor community alike.

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