Funds Group: WisdomTree
Management Company: Adviser: WisdomTree Asset Management; Sub-Adviser: Mellon Investments Corporation
Funds Affected: WisdomTree Emerging Markets ESG ETF, WisdomTree International ESG ETF, WisdomTree U.S. ESG ETF
Principal Sustainable Investment Management Strategy: ESG integration, negative screening (exclusions)
Summary:
WisdomTree Asset Management seeks to identify equity securities that have the highest potential for returns based on proprietary measures of fundamental factors, such as value and quality, and technical factors, such as momentum and correlation. In addition, WisdomTree Asset Management seeks to identify equity securities with positive ESG characteristics as determined by a company’s Sustainability score, which is a composite score based on independent third party ESG research and data and measures a company’s ESG impact along with its exposure to potential controversies. Securities of companies involved in certain controversial products or activities, such as tobacco, small arms, controversial weapons, and fossil fuels are excluded regardless of revenue measures. In addition, securities are weighted on a modified market-capitalization basis taking into consideration the Sustainability score (i.e., securities with a higher market capitalization and a higher Sustainability score are more heavily weighted).
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